I would like to be able to set a timescale once a ticket is created for action to take place, so say after a set time period whether thats days or weeks a flag is created by the issue to highlight the lack of actions
When bulk editing assets, and trying to Link a related contract, you can select the contract on the system but when you hit add contract it's as though you haven't selected it.
Please can the bill payer code be included on the direct debit tab on the fee billing manager page. Plus the student name and code that each direct debit line relates to.
Could we have a field on the analysis codes so that we can ID the VAT status of each cost centre eg Vatable, Partial Exemption, Not Vat Recoverable. This would ease the partial exemption calculation once data is exported to excel
Can we publish payment receipts to Parents Cloud Portal as how we are publishing the invoices now? This would help parents to get all their finance details from 1 single location whenever they need. Thanks
Please see a new picture from another parent. This is what I mean about parents not knowing what product to pay. This is a huge issue for us as we have different prices for different day for clubs. This WILL cause more issues for us as parents wil...
It would be very useful to be able to see the company logo in the new interface, the same way that you can in the old one. It ensures that you are using the correct logo when invoicing where multiple logos could be used.
If you type more than 4 lines on a sales invoice it creates an additional page so the invoice ends up being 2 sheets long. If you look at the first page there is plenty of room and it ends up being a big blank space. Can this be changed so you can...
There is currently no option to make a draft purchase order. Our teachers and support staff often start a PO and need a save draft option if they are quickly needed somewhere else or balancing tasks. It would be helpful if they could do a draft sa...
Request for Bulk Update Functionality for Activity Assignment
I’d like to raise a significant usability issue within the system regarding activity management. Currently, there is no option to bulk update the “Assigned To” field on activities. This has created a major inefficiency for us. Following a recent s...