Ideas

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

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...

On version 6 there is an option when running the TB to exclude zero balances when running the TB, this isn't available on version 7. The option to exclude zero balances is useful to reduce run time and cleanse reports within the system, rather tha...

Could we add the TB onto the Creditors/Debtors report? Makes it easier to compare the 2 at month/year end

Currently, if a pupil is going to change class from a particular date in the future, you can't make this change in advance and set it to change from a specific date. For example, a pupil is moving up from "Maths Set 2" to "Maths Set 1" from the fi...

Easier to use allocations menu, the current drag and drop is a bit strict where if you drop in the wrong place, it will start a fresh allocation.

To be able to view the audit information in the History tab of the Teaching Manager would be very useful. It would enable the identification of incorrect sets being created in the wrong subjects, support targeted training to address such issues, e...

MTD types in analysis fields of VAT Account, could it also put this on the docs inside the vat account? Gives easy access to confirm when a document has been included in a VAT return

We would like a field in the teaching manager that allows you to type an exam level for a course e.g. 77. We used to have this on PASS which was helpful when exporting teaching set data to excel for examination purposes.