Ideas

Document emailer cannot handle larger date ranges and we are having to run it in batches due to missing old PO's that have not yet been sent. This needs to be enhanced and additional filters will assist in this.

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.

Until fairly recently, when Notes were added to a student record in Pupil/Student Manager, the note was shown as having been added by the member of staff's [preferred] forename and surname. But now it just uses the member of staff's Salutation ......

The new security functionaility has now made the Security Report dashboard, somewhat redundant, as the access showing is the new security roles RXA.... which we advise not to assign to users. Other than manually checking the relevant nominal/accou...

This would be useful for us as we use academic house a lot. This field sits within Current School Details under the School tab and is called, by our school, 'Set'. Is there a way to add this? I've been to Management Options/Export configuration bu...

It would be helpful to have an untick all / select all as currently we have to untick every item on the payment list if we only want to pay a couple of items. Very time consuming.

Why does the date default to 2027/28.99 when we're only in 2024/25? Why can't it default to the current period? Also, can it be adjusted so that we don't have to click exactly on the arrow on the drop-down? Why can't we jut click on the period ran...

Please either remove the Printer icon from the Reporting Browser or make it so that it works. Having to save as PDF and open before being able to print a document is very frustrating and time consuming.

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...

Allow us to build a query to filter out parents that have enrolled, been invited or still need an account created.