Ideas

Could we add the Access Level that's applied to a Period State when applying this access in the new security feature? As both are required to actually use the Period state, it would be good to have this in one place rather than having to go to the...

Searching by Family Code is an easy way to find sibling students by family code when parents visit the Finance Office for payments. Searching by Nationality will be helpful when we need quick statistical data.

As we can upload personalised Student files to the document section of the Parent Portal if we identify each file naming them with the school code, it would be great to do the same when emailing parents, attaching a personalised file to each email.

A feature of being able to identify who has performed a reconciliation on the bank would be useful. Similarly, would be useful to see who has performed an allocation at the account level.

I would love a cashflow report that finally works across financial years! A one month cashflow forecast isn't the most useful

In PSF v6 and earlier, it was possible to run an account enquiry at an ‘as at’ date. This was useful if you wanted to see – for example – which invoices were outstanding at the end of a month which had subsequently been paid, or which transactions...

Could you please enable paragraphs when adding Notes to a pupil in Student/Pupil Manager. At the moment, all sentences were combined so hard to read/understand.

We found that the 'Future School Name' field is not available in the Query Builder Search in the Student Manager. We can find the intFutureSchool ID field but not the Future School Name field. This is one of the helpful field to quick track the fo...

Some laptops when connected to accounting don't connect properly with regards to the screen size that show through the remote desktop/gateway. Iris advised to change resolutions on main laptop after logging in, but this isn't a fix/don't sometimes...

When completing statement reconciliations, customer wanted to view the opening and closing balances as an extra check that the reconciliation is as it should be.