Ideas

It would be helpful to be able to raise a document to allocate against the bank statement without having to lose the already allocated items and having to start again.Same as we could in V6.

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...

In our previous version 6 the Payments Tab within an account was HIDDEN from the majority of user groups. This meant that personal Bank information on staff expense ledgers was hidden from users. Following the upgrade to V7 the Payments tab is now...

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

At present there isn't a link back into admissions or pupil manager from the data protection module so when running searches on who we have consent to email about an event, we can't do it through either (any) portal.

The Details field is what appears when requesting consent, so it would be good to able to add clickable links to the text, e.g. to the relevant data protection policy...

It would be useful for a user to receive an automated notification when a consent is changed on one of the registers on the Portals.

Why does the purchase ledger not default to all periods, when you do a search. Could this be set as the default search.

When searching periods could you add "Prior Year" as a factory set option.

When reconciling, why do you have to leave the screens when you have reconciled items, Why cant we stay on the reconciliation page to continue reconciling.