Please add the Wellbeing Manager module to the 'Manage' section of Central in order to be able to push options to the Reference Data in the module. For example, Concern Categories, Concern Areas etc.
Preview for attachments rather than downloading everything
Currently if you want to view a fee invoice on a customer you have to download the attachments, why is there not a preview box. It would make it quicker to answer queries and reduce potential GDPR issues with desktops being filled with downloads. ...
Add all the remains of vouchers up to one balance so parents can use and not build up small amounts that they can't purchase anything outright with.
We have parents complaining that they can only use any small amounts left on a voucher to a single transaction which they they have to pay the leftover balance. They don't wish to pay any leftover balance. They wish all their remaining small vouch...
Allow others to view messages sent with statements
When I send a reminder to customers with statements it would be good if colleagues were able to see the message sent. Currently its locked to only the sender can view
A select all to submit all invoices still awaiting approval.
Instead of having to select each individual invoice to resend for approval a button that allows to resubmit all outstanding invoices awaiting approval to be submitted again.
You can only see the body of the message sent and the attachment and can't download the email to be able to send it onto the debtor via another email chain
Item invoice screen refreshes to top after every time an invoice is resubmitted for approval
Every time an invoice is resubmitted for approval the screen refreshes and takes you back to the top of the screen. It would be helpful to take you back to where you were in the screen as when you have more than 100 items its more difficult to nav...
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