Ideas

It would be useful to be able to save favourite criteria in the different reports, as I use the same criteria each month for Management Accounts, Account Summary, Aged Debtors/Creditors, Balance Sheet, CashFlow etc.... This would be even more help...

Being able to link COUSINS in Family Tree rather than family contacts (as these may differ) to understand the connection between students

Being able to link COUSINS in Family Tree rather than family contacts (as these may differ) to understand the connection between students

I think it would be beneficial to have a similar payment run process to v6. Due to the current issue with Paylist IDs and because this issue could be caused by users having to post a document instantly whereas in V6 there was stages (provisional (...

We run weekly payment runs across 5 different accounts. Each paylist created is then viewed / spot checked against the invoice image. Once you have clicked on the view image icon, why is there then a need to go to yet another screen to click on 's...

Can we include the pupils' tutorial teachers as well as curriculum teachers?

AND provide the name of the person who has created them. When I go into Export Wizard my first option if I want to run a report is "Test" shared by goodness knows who. Also, could your own reports be at the top and shared ones at the bottom? Then ...

It would be great if a Custom Section could be shared across Applicants / Current / Former in the same way as the Custom Fields can be shared using the "Use Existing Field" option. ie, we need a 'Use Existing Custom Section' option. Issue: We have...

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...

It would be great to be able to choose what field to see when you use the quick view function from the wizard bar. For example to be able to add a pupils email to this view so you can quickly find that info.