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...

Like in the Admissions Portal people can send a callback request by filling the online form. It would be useful for this to also be on the Parent Portal so that parents can send quick messages, queries or feedback via the parent portal instead of ...

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

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.

With the old parent portal you could mimic being a particular parent which made it really easy to troubleshoot issues. It doesn't look like it's possible the new cloud portal which means we are having to go back to parents and ask them for screens...

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

As is the Student Widget shows attendance in a nice sreamlined way, but we have no control on the data or how it calculates the percentages. It seems to be considering the "Not yet registered" as absencies. It would be great to be able to select, ...