Ideas

We would love to be able to export all of the information from a form (Open Morning, Individual Tours) into an Excel document.

Please could we have a recalculate function on direct debits. If you change fees or scholarship remission or bursary remissions within a pupils fee table, it would be great to have a recalculation function within direct debits to recalculate the r...

Is it possible to have a widget available for the dashboard that includes data from applicants that are in the system based on their application status. Similar to the School Statistics and report widget. So a break down of Year applied for and a ...

We have occasions where we retain a deposit rather than return it but there is no way of recording this in Fee Billing. It would be good to have a tick box to say "Retained" so that it can't subsequently be returned in error and it isn't included ...

Currently we are resubmitting invoices to teachers who have yet to approve their invoices, the system should start to remind them on an increasingly frequent basis.

It would be great if we could generate an activity log for each gradebook.

It would be useful to make a note of the different discounts that are offered to pupils which can then be automatically applied to fee bills once raised. The discounts would need to be separately noted eg % for a bursary, % for a scholarship, % fo...

Currently, our finance team can only publish invoices to the Parent Portal one cycle at a time. This is a very time-consuming and manual process, especially when a parent has multiple invoices from different cycles. We would like to request a feat...

We have set up a custom field in Agent Manager so we can rank our Agents but can't retrieve this information in reports. All custom fields should be available for reporting regardless of the module.

When I create the form fields in an Enquiry or Registration Form in the Admissions>Portal screen, I am able to order both the Subgroups and the fields so they appear how I want them in the form on the Admissions Cloud portal.The order, however,...