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Gathering Feedback - Bank Account De-activation
We’re proposing the ability to deactivate bank accounts within the system, helping finance teams better manage obsolete or inactive accounts without compromising historical data. Currently, all bank accounts remain available for selection in trans...
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Gathering Feedback - Approval on Journals
We’re exploring the introduction of a General Journal Approval workflow to enhance control and oversight in the journal entry process. This potential feature would integrate general journal transactions into the existing workflow approval engine, ...
Add "Family Code" & "Nationality" of student as a search option on the Student Manager
Searching by Family Code is an easy way to find sibling students by family code when parents visit the Finance Office for payments. Searching by Nationality will be helpful when we need quick statistical data.
Email alert to Teachers/Tutor when Notes/Documents are added
It is not currently possible to send email notifications to tutors when a Note/Document has been added to a Student's record. We add notes and documents to Student Records in our Student Manager module and can see great benefit in an email alert b...
Is it possible to use the information in Scholarships & Exams to create an icon similar to when using student registers? We want our Scholars easily identified on student manager and the icons from student registers would work really well.
Linking the Scholarship & Exams info to Student Registers would be very helpful. This way scholars are easily identifiable to teachers via the icons available on Student Registers. It also makes it then easier to email scholars as a group via ...
When proofreading, and editing are turned on, Reports Wizard only allows the editing of the comment. It would be useful if the proofreader could edit any erroneous grade (eg. A, B, C, D) or judgement (eg. Excellent, Good, Average, Poor) fields.
It would make life a lot easier if Pupil Registers could have a RLT box like we get in Pupil Lists. Trying to look at the same page between pupils at the minute in Pupil Registers is a bit time consuming.
Weighting staff depending on number of days worked
I have some part time staff that I want to appear lower down the staff cover options list. Is it possible to add a rating weighting that links to the hours worked per week in HR manager.
Some of the tabs, dropdowns and sections within the recruitment checks area of HR Manager are not applicable/redundant.It would be great to be able to remove some of the irrelevant parts to simplify adding new staff and any reports the HR departme...
Automatically Update Username in Parent Portal when Contact email address is changed
When a parent email address is updated in Pupil Manager, please could thier username in Parent Portal also be updated as we currently have to do this manually at the moment.
Item Credit Notes Should be Able to Be Sent for Approval using the new Workflow
Item Purchase Credit Memos are now not sent for Approval when the new workflow is implemented. The budget holder is now not aware when a credit is received. It would be good if the functionality is improved in this area.