HI I think it would be useful in the bank feed that if you have not chosen a VAT code it does not let you process the transaction until you have, as this is a new function for most of us it would elimate the possiblitly of matching a bank payment ...
Add Student/Pupil Name to the Fixed and Variable Direct Debit Plan Schedules screens, and add a Search option
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, ...
At the moment we can only get reports on each school site. As this is a MAT tool I would like a KPI issues report that pulls all school data together. This can be done with the compliance, so an issues report would benefit too.
When a property completes a checklist from a compliance eg Daily Checks, these are usually Yes and No answers. When an item on the checklist flags red, this doesn't notify anybody at MAT level. This stays with the property and it is assumed that t...
Amend Variable Direct Debit Date after Invoice Production
As we cant see the whole bill when previewing invoices before publishing its really difficult to make sure you have entered the correct date for the DD collection when collecting extras separately to the Fees. It then falls to IFinance to come in ...
The activity. Tab which informs users under which priority the activity has been set up, would be helpful. At the moment there is no info for users - without admin access- what is the priority.
1. The calendar - is really good feature, however, when there is more than 1 activity it does not list them; unless I click on it, the activities do not show. It would make more sense if activities would be listed by their name despite how many th...
Documents Module - Allow for a report to show the NAME of the documents which staff have and have not read across the school
Within the Documents module, we would request that there is a report built to allow for the Admin team to review the name of the document item and which staff have and have not read this for all documents across the school.
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