Ideas

When new accounts are created, currently, Admins need to enable 2FA on the account manually. This can lead to ad-hoc accounts not being protected. In today's climate, it is much more likely that an organisation requires 2FA and will disable it for...

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

Is there any plans to incorporate a Direct debit collection module into Accounting, its more of a wish list at present but parents are asking more and more if we can set up direct debits at the moment we encourage them to set up standing orders. I...

Is it possible to flag Non order invoices on the system to a named user in their locations workflow. We are finding that we need to monitor non order invoices and bring schools to task over them, but by the time they are in a BACS its a little to ...

Duplicate Invoice number across locations. Currently the warning only appears when the same number if used on the same location. If this could flag across locations that would save duplicate orders being rasied.

Disable certain values in Global Lists from appearing in a Portal form dropdown. The values would still need to remain available for internal use and against historical records, but should not be selectable by an enquirer/applicant when completing...

It would save time and be helpful for the pop up screen to display the Document Number assigned when posted. At present, a Document Search needs to be run to identify the number.

It will be great if we can perform the following in Email Manager when tracing an email sent: 1. Able to search email sent to parents. 2. Able to view the content sent to parents. The above can assist the school in tracing email communications bet...

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

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