Ideas

Hi, we have gone to complete our 6 monthly payment practices report for the DfE and the report has now changed and asks for the 'Value' of payments made between 1 and 30 days, 31 and 60 days etc rather than the number and % of payments. The PSF re...

Feedback from Roadshow - The 'Do you want to see allocated items' screen is not needed/used and provides an additional step in the process

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

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

It would be very useful to be able to add pupil SOS contacts and also staff mobile numbers to the BATCH API key. This is crucial for trips and visits co-ordination and are both fields in Evolve, which many school will be using.

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

For the fields which require mapping to CTF, DfE, ISC, (e.g Nationality) update the Post / Put Rest API calls to allow updating of the mapping's required. Currently the Rest API only creates the object, but doesn't do anything with the mapping.

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...