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 useful, so that the proofreader does not think the report as having already been checked.

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.

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...

When you select a ledger or nominal, the cursor doesn't auto-select the search box anymore? Can this be re-added?

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...

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...

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.