Ideas

Currently to produce an individual pdf file of the current report for the whole year group, we use the 'Create a Zip' option in Portal publishing. However, this option produces the individual pdfs in a folder by Form or by School id. Can we please...

At the moment you can set a default VAT code but that applies to every order you place. On Financials you are able to set a default VAT code on a per nominal basis. It would be good if these defaults could carry over to PS Purchasing too.

When orders are created it would be useful to have a service option, which would indicate that a GRN is not required. For example professional services, exam fees, recurring invoices for leases etc. This would reduce the time taken to process invo...

We have some report cycles where parents will receive an interim report via the Parent Portal which will have the scores and grades from some progress tests. Later on they'll receive one with comments. The issue is that between now and then some p...

I'd like to be able to e-mail out school reports from the report printing area for those parents who don't/won't log on to the portal. My understanding is that fee invoices can be mailed out it must be possible.

At the moment, you only see document number, date and who entered invoice to the system. It would be useful to see supplier name, date posted & link to invoice copy on summary screen. Thank you

Could YPO be considered as a supplier for punchout?

Is it possible to get a report of users by useage of the portal, I am constantly short of Licenses, and need to see user useage. To make sure the more active users keep their license, and also to see if I still need so many licenses

It would be useful to be able to send a message to all users when they log on to the system, for example "Order Deadline is XXXX do not enter any orders after this date" Messages could be added/removed or edited as and when required.

On the Bulk Printing tab in the Reports Printing module you have the ability to select various kinds of filters for the output (e.g. Form Group). There is an option to order the output by Pastoral Tutor, but there is no option to filter the output...