Ideas

The ability for staff to add text with basic formatting in place such as italics or bold. Example below Pupil much enjoyed studying Orwell’s novel 'Animal Farm…'

It would be extremely useful to have the ability to bulk import purchase orders for all our known contracts/utility charges etc.

Could there be an option for reports being a voice note? We are looking for ways to make our reporting processes more efficient. This would potentially save on proof reading time and add a different kind of personal touch.

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...

The spreadsheet that is downloaded from the Reports Wizard has password protection applied to it. When protection is applied to a spreadsheet, it is no longer possible to make use of the spell checker facility. It would be great if a workaround fo...

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 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.