Ideas

There should be an option such that a change in the registered office of the customer will automatically update for every individual client

There is no 'performance dashboard' to view for users with standard access. If user have access for the school profile and can update activities and issues, they should as well be able to see their school performance chart.

Screwfix - The site managers across our 20 schools are asking if this can be an option.

It would be useful to have an override feature in cover manager so that we can do double swaps of teachers. We had a scenario where we wanted to take a music teacher off a timetabled supervision class to take a music class that needed cover. In es...

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Once the PO is approved, having an automated PO send option for all approved POs would be beneficial to save time and prevent human intervention, allowing for missed communications

Similarly to how the Cancel Payment function works, could there be a identical function for supplier refunds, where it creates a Supplier refund document instead of a cancelled bacs/cheques document?

In HR Manager > School tab, we entered the TA settings as follows: Teaching staff = No Teaching Assistant = Yes In doing so, we realized it has a major impact on Cover Manager i.e. they no longer on the free list to do cover! Even when we grant...

Adding back in the favourites bar would allow access to commonly used functions within PS Financials which works really well in version 6, saving a lot of time and allowing the system to be altered by user for their own preference

In version 6, there is no limit on rows when running account enquiry.This aids reports that are needed during year end to supply to auditors and when reviewing our main purchase ledger. It would reduce time taken to run reports and changing period...