Ideas

When you expand a pupil record (as opposed to going into the pupil record) on the Find Pupils screen, you can view the contact information for a pupil. This shows almost all the same information as available on the Quick View Details on the Wizard...

Customers used to see a report at the end of doing bank reconciliations that confirmed what they had done during that reconciliation. This is no longer available and in its place is a link to the reporting suite. Whilst this is useful they want th...

Generate Chase Letters via the Emailer suites. Time consuming to generate, save within the cloud, copy locally to then email out. Would be great if we could email these out from within the Document Emailer suite.

Having just completed year end for 2022/23, and coming across the intercompany balance issue, if you talk to Stacey Hussey on the advantage team, she will explain. Could you revise your year end process to include the when, why, and how to post th...

In Student Profiling, the system automatically arranges the Grade header alphabetically, resulting in a different order compared to the one in the Reports Wizard. It would be appreciated if the system could allow users to configure the order of th...

Some exports don't have an option to include ISAMS IDs so they download without a unique identifier. This makes merging with excel data sheets difficult (particularly if there are lots of students with the same name) and can lead to human error. P...

In PSF v6 and earlier, it was possible to create custom columns when running enquiries (e.g. account enquiries). This was useful if you wanted to do calculations on data in PSF without having to export the information to a spreadsheet first. It al...

The subtotals should be bold, to make them easier to see in the report. The totals description needs to be left aligned - it looks messy. There also needs to be consistency in the reports with (1500.00) being red instead of sometimes black.

Can we have favourites icons for our dashboard? I used to love the Documents icon, the TB icon and the Reporting Suite icon.... just makes it easier to find things. This new dashboard is not as user friendly as V6.

It would be useful to default the font size in the reports to fit the width of the screen so that the reports can be seen. We can increase the font size, but every time you refresh it defaults to small again. Also having the column titles fixed in...