Ideas

Highlight documents with mismatched dates and periods in a sub-section or 2nd page, so users can quickly identify discrepancies causing differences between the creditors report and the trial balance.

Introduce a search function directly within the bank reconciliation page, so users can search/filter by value, description, or date, not just sort by them.

Add a hyperlink on the document side to a quick search function, letting users search by value, description, date, or document number if they cannot see an expected document rather than having to come out of the bank rec page.

Improve the supplier refund process by allowing direct unallocation of payments from invoices, without having to fully cancel the original payment. Could add Warning – undo allocation with remove Paylist stamp.

Add a hyperlink in the invoice selection screen to the 'document not showing on paylist' report that auto-fills the payment run details, so users can find why an invoice isn’t showing, without having to come out of the payment run

It would be beneficial if the Cloud Portal's configured branding and colour scheme could be preserved when a user's browser or device is set to dark mode. At present, enabling dark mode causes the configured Cloud Portal colours to be overridden, ...

Hello, It would be very helpful if the calendar displayed the day of the week (e.g., Sunday, Monday, etc.) alongside the dates. This would make it easier for users to quickly identify and navigate specific days when viewing the calendar.

Hello, Regarding the timetable in the Parent Portal, could it be made more interactive rather than just a simple listing? At the moment, it’s difficult to use it for anything practical. For example, it would be very helpful if the Maths class coul...

Hi, we have gone to complete our 6 monthly payment practices report for the DfE and the report has now changed and asks for the 'Value' of payments made between 1 and 30 days, 31 and 60 days etc rather than the number and % of payments. The PSF re...

The Assessments & Reports Files section of the Pupil Profiles and Pupil Manager module provides a way to access copies of PDFs published to parents. When using the publishing routine in the Reports Printing module, PDFs are generated for all p...