Ideas

It would be massively helpful to have SMS templates to send for things like pupil registration queries, commendations or detentions. It would then be doubly helpful if merge fields, like pupil name, parent name, could be included in the template. ...

When a User has left we are unable to stop them from appearing as available approvers against accounts. Setting security No_Access. Access level 9, input allowed 'No', Z_LEAVERS user group, Not active and removing them from the Key List of authori...

Reports on the screen need to have the header row frozen on all reports. Management accounts by cost centre does not have the header row frozen and other reports do not have this either.

It would be extremely useful to have the ability to bulk import purchase orders for all our known contracts/utility charges etc.

When you select a ledger or nominal, the cursor doesn't auto-select the search box anymore? Can this be re-added?

When other people edit an event it then sends an email like when someone puts in an event to let you know when someone has made changes.

Customers used to see a report at the end of doing bank reconciliations that confirmed what they had done during that reconciliation. This is no longer available and in its place is a link to the reporting suite. Whilst this is useful they want th...

Having just completed year end for 2022/23, and coming across the intercompany balance issue, if you talk to Stacey Hussey on the advantage team, she will explain. Could you revise your year end process to include the when, why, and how to post th...

Generate Chase Letters via the Emailer suites. Time consuming to generate, save within the cloud, copy locally to then email out. Would be great if we could email these out from within the Document Emailer suite.