Ideas

We’re proposing the ability to deactivate bank accounts within the system, helping finance teams better manage obsolete or inactive accounts without compromising historical data. Currently, all bank accounts remain available for selection in trans...

We often have a Parent whose email address is their work one. Once they change job they remember to update their email on ParentMail but not longer have access to their old email address to approve the change. We also have this where parents have ...

Following the upgrade, only 18 months worth of sent messages are able to view. In our school we find it useful to look back and copy communications sent to parents for previous message wording and pattern of events. It would be helpful for us to s...

Contracts that are set to automatically rollover should not require manual intervention the keep changing the date. Is there a way for the system to recognise that the contract is set to automatically rollover to the renewal date specified when th...

Would it be possible to have a prepayments report showing each invoice and the duration that is still pending.

Please may the All Risks and reviews report and the all risk items report be combined to ensure review comments can be pulled through to one report

Please can there be an option to restrict which BI-codes are available against a general ledger code.

Each term we are posting cash receipts prior to the invoices being pulled in from Isams. It then takes 2 days of solid payment allocations. Please could a bulk option be reviewed. thanks

In Fee Billing > Cycle View > Pupil Search > Notes there is the ability to add both Pupil Notes and Contact Notes. It would make a lot of sense if Contact Notes synced directly with Contact Notes in Pupil Manager>Contacts rather than h...

Payment Run - Ability to deselect all items. Unable to deselect all items bought through to the select the ones you require. When wanting to pay just one item deselecting them all individually is long winded.