Ideas

Introduce a search function directly within the bank reconciliation page, so users can search/filter by value, description, or date, not just sort by them.

Add a hyperlink on the document side to a quick search function, letting users search by value, description, date, or document number if they cannot see an expected document rather than having to come out of the bank rec page.

Improve the supplier refund process by allowing direct unallocation of payments from invoices, without having to fully cancel the original payment. Could add Warning – undo allocation with remove Paylist stamp.

Add a hyperlink in the invoice selection screen to the 'document not showing on paylist' report that auto-fills the payment run details, so users can find why an invoice isn’t showing, without having to come out of the payment run

If we run a registration report across 2 academic years, the pupil details will pull the information from the last of the 2 years. For example, a pupil was in form 8S and then form 9S across 2 years. The pupil detail for form will just show "9Y". ...

In the forthcoming addition of ‘preferred surname’ field to Student Manager and Admissions Manager could the software please default the ‘preferred surname’ field content to match the content of the ‘surname’ field rather than being blank. Users t...

Could Next Year's Academic House be added as a merge field for the email wizard in Student Manager. This would be useful for informing our Year 6 pupils of their new academic house when they move up to our senior school. It would also be useful fo...

Would it be possible to have the Update Data or Save Data button on the page rather than on the different sections in Student Manager and HR Manager? For example - we have 5 sections in Student Manager > School tab, including custom fields/sect...

The ability to run a report to see what has been posted by an individual user. Useful to compare staff workload. Currently the only way to get something similar is to run a document enquiry for the document type but then you're limited to the last...

division filter in Period View is designed to only cover the data that appears within the view, and does not affect the "Send Parent Notifications" function. We have critical need to send the notification based on division, specially primary progr...