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
An attachment could be use to supplement an email body's content like include further instructions. Having to attach an identical file each time a particular e-mail template is used limits e-mail template usability and appeal.
Whenever the Admissions team changes a student status from Applicant to Current, an email alert is created and sent to the ICT team so that they can create the student iSAMS account immediately.
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...
Default the ‘preferred surname’ field content to match the content of the ‘surname’ field rather than being blank
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...
'Update Data' button on the page rather than sections
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...
Letter Wizard option to publish to Parent Portal as PDF and ready for download instead printing them
Adding this option will save cost on printing letters to parents, which is ideal currently to have a paperless transaction, communication or notification apart from traditional email.