Ideas

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

In version 6, there is no limit on rows when running account enquiry.This aids reports that are needed during year end to supply to auditors and when reviewing our main purchase ledger. It would reduce time taken to run reports and changing period...

On version 6 there is an option when running the TB to exclude zero balances when running the TB, this isn't available on version 7. The option to exclude zero balances is useful to reduce run time and cleanse reports within the system, rather tha...

Its a bit of a phaff to separate parents as we have to and would be so much easier & quicker to be able to simply press a button which automatically splits the 2 records into 2 and records a note to say separated/divorced. To make it even more...

When creating a form that will be used across more than one school, Prince Regent Street Trust would find it really useful to be able to share that form with other sites instead of having to create multiple forms for each school.

In V6 there were far more search options available. It had the ability to search the purchase ledger for a suppliers by title, account, postcode, town, address, county, country, contact, telephone, email address, bank sort code and bank account nu...

Photos these days are used in many areas of the school and are integral for many reasons. Could we pls be able to identify those students WITHOUT a photo as easily as possible so we know where the gaps are. Even if it was a field in the export bui...

Currently a VAT description is mandatory when setting up a new supplier. Please make it mandatory that the VAT number is also mandatory or there is a drop down to select NO VAT number, it would save the person completing the VAT return for a large...

It would be useful if we could copy and paste a list of names to create a Custom Group rather than picking the names. Sometimes we have to create large groups from a spreadsheet exported from a MS Form or other system, and it would be useful to ha...

The 'Preferred Surname' field is a great addition to Student Manager, but it is a bit useless as long as we cannot have the option to display it on the student name list, such as for attendance registration, or Student Manager lists. The option is...