Ideas

Unable to undo allocation from a document on a payment run Unable to properly process refunds

There is a useful spreadsheet download/upload process that staff can use to complete their reports in the Reports Wizard. We often have comment length restrictions, e.g. the comment must be between 300 and 800 characters in length. The spreadsheet...

Could Delivery Addresses be added into Financials instead of being held in Distribution? Could the access to these be easier to understand, currently users need access to the Z Nominal which is easy to forget as it's not a 'real' nominal

Could we remove the 'x' on the RDP? Users use this to 'log out' but then get issues with their log in staying connected, which leads to further issues logging in. Could we just remove the option, to prevent this?

Could we make Importing more accessible? Instead of having to find a DTT through file explorer, could the system have them 'pre-loaded' and so we can select from a list instead. E.g. Open Importer - Select file you are trying to import from the li...

Can Duo be set up within Self Service, instead of needing to be requested through support? Also to show users who have been set up for this (enabled/disabled)

Given that it is not possible to exclude sets from allocations (see, e.g. https://ideas.isams.com/ideas/MIS-I-2889) nor specify which teachers should write reports for a set (see, e.g. https://ideas.isams.com/ideas/MIS-I-1352), please could consid...

Hiding or blocking access to Report Wizard for certain staff members/teachers after a certain date.

1) Separate Sections for Upper and Lower School Statements I propose creating distinct sections for Upper School and Lower School statements so that each division can work with statements tailored specifically to their grade levels. Currently, all...

Duplicate invoice checker should check POINS against PI's and Vice Versa to avoid paying the same invoice twice.