Ideas

It would be useful to be able to save favourite criteria in the different reports, as I use the same criteria each month for Management Accounts, Account Summary, Aged Debtors/Creditors, Balance Sheet, CashFlow etc.... This would be even more help...

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...

As this is a requirement, this data is really needed to pull over.

I have found that it is easy enough to use the spreadsheet under Teaching Manager > Import > Import sets to create sets in bulk for multiple students, even for all the students in the school. However, there is no easy way to "undo" this. It ...

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...

To be able to build reports for custom registers, for example we have a KS2 banding field as a register and having this on reports would be helpful.

A student needs to be added to a set with the minimum set count. Year 10 options the lowest of two Geography classes or Alevel Maths but there are three classes running and so on.... I add all possible set and remove the largest ones, or I go and ...

Whilst populating sets in the development year allow the use of linked sets.

The new security functionaility has now made the Security Report dashboard, somewhat redundant, as the access showing is the new security roles RXA.... which we advise not to assign to users. Other than manually checking the relevant nominal/accou...

I don't seem to be able to get Cross-report feature to work and this would be a really helpful feature. If it not available then please remove it as an option in Visualizations.