It would be great if there could be a folder structure in the Cycle Manager area, Currently they are grouped by academic year but it would be good if we were able to define additional structure eg terms, half terms, divisions etc.
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...
Guidance for Report Writers as Part of Report Template
At the moment, grades, results, comments etc. are configured within the templates to simply specify possible values or length restrictions. However, different report cycles often have different reporting requirements. For example, there may be dir...
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...
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.
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.
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Under Investigation
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Good Feature
