Ideas

Can we have the same function that allows you to see an attached item when entering a Debit note, as we have when entering a n Invoice

It would be useful to have an audit trail of by whom and when such things like VAT codes have been amended. It would assist in determining what it may have impacted etc

At present, there isn't an option to manually sort the order of which the invoices appear on the Parent Portal. Ideally, the latest cycles should appear at the top, which is currently not the case. Using the date options don't either have any affe...

Hi Now that many schools now have to charge VAT but can also reclaim it it would be helpful to have the ability in budget holder summaries to pick up the costs inclusive of VAT not net. We budget inclusive of VAT and from a cash flow perspective w...

If you run an update on the system communicate with schools and explain what the impact might be instead of us trying to solve an issue that has never arisen before with parents receiving messages

It is difficult, especially in schools with large numbers of direct debits, to quickly find plans for specific students on both the Fixed and the Variable Plan Schedules screens . Adding a Search option, which looks at student or bill-payer name, ...

Two things: 1) I think this has been mentioned elsewhere before but I can't find it in this section. It would be REALLY useful to have the ability to edit completed forms, for example parents who change their mind/want to add something else to the...

It would be useful to make a note of the different discounts that are offered to pupils which can then be automatically applied to fee bills once raised. The discounts would need to be separately noted eg % for a bursary, % for a scholarship, % fo...

Currently, our finance team can only publish invoices to the Parent Portal one cycle at a time. This is a very time-consuming and manual process, especially when a parent has multiple invoices from different cycles. We would like to request a feat...

I would love to be able to drag and drop files to attach them to emails for parents. This is much easier than having to save a file, then search for it and attach. I often have emails that arrive in my Outlook with attachments that I need to get o...