Ideas

Currently every user has to manually input the report server / report template / smtp settings. When granting a user access to the emailing suite, could admin have the option to 'copy settings from' another user?

If it's possible to sync the report data with an API, that would be helpful. Currently, we're exporting and importing data manually into Power BI for analysis. Streamlining this process would enhance efficiency.

I would love to be able to drag and drop files to attach them to emails for parents. This is much easier than having to save a file, then search for it and attach. I often have emails that arrive in my Outlook with attachments that I need to get o...

The customer mentioned that it would be a good idea to have a warning come up to let them know that a Contract is coming up for renewal (say 30 days) so that they can start looking at Contracts with better value where possible. They would also pre...

Statements do not show allocated payments. This is correct however when an invoice is still outstanding but has had payments made against it the statement should show the original invoice and its payments until its completely paid so the customer ...

When part paying invoices a new SI line is created for the remaining balance but with the reference 'Part Pay ...'. This makes it harder to understand what is for what especially if more than one part payment is made against one invoice. When send...

When a User has left we are unable to stop them from appearing as available approvers against accounts. Setting security No_Access. Access level 9, input allowed 'No', Z_LEAVERS user group, Not active and removing them from the Key List of authori...

In our previous version 6 the Payments Tab within an account was HIDDEN from the majority of user groups. This meant that personal Bank information on staff expense ledgers was hidden from users. Following the upgrade to V7 the Payments tab is now...

We have setup Parents Evening for next week. One member of staff has a medical procedure so is unable to attend. It would be useful to have the facility to cancel a single event rather than the whole Parents Evening when parents have already booke...