Ideas

I would love a cashflow report that finally works across financial years! A one month cashflow forecast isn't the most useful

In other systems I have used you are able to set a default nominal code for each supplier to save time having to type in the nominal code every time. For instance EDF is our electricity supplier so it would be good if when ever we entered an invoi...

When the priority it put in for student contacts it should automatically put them in the correct order rather than having to arrange them manually. This causes problems when syncing with Teachers2Prents/School Money.

In iSAMS there is only two genders available to choose for Students. Some of our students do not identify as just Male or Female and have been distressed that they have to pick one when applying when they don't identify as those. Also seeing the i...

To get around the issue of Non-Binary pupils and use of gender neutral pronouns, our suggestion would be for iSAMS to create a new field in the Student Manager module called ‘Preferred Gender’ which can have 3 or more options. Then rename the exis...

Some laptops when connected to accounting don't connect properly with regards to the screen size that show through the remote desktop/gateway. Iris advised to change resolutions on main laptop after logging in, but this isn't a fix/don't sometimes...

In PSF v6 and earlier, it was possible to run an account enquiry at an ‘as at’ date. This was useful if you wanted to see – for example – which invoices were outstanding at the end of a month which had subsequently been paid, or which transactions...

I believe that presently (June 2025), changes to contacts such as deletion of a contact will only be logged for the student where the action was executed at with no log of the action executed in the student's sibling audit. (the audit log accessib...

I believe that presently (June 2025), changes to family construction which directly affects student contacts are not logged in the audit log for student records (the audit log accessible from header bar) My school was recently investigating an inc...

When completing statement reconciliations, customer wanted to view the opening and closing balances as an extra check that the reconciliation is as it should be.