Ideas

Please can all staff fields be available for export? Currently this is very limited and seems totally random.

I've just discovered that in the HR Manager you can't search on DEPARTMENT. This is yet another absolutely VITAL search function that must be needed by a lot of schools and should be a simple fix to add this field to the Custom Search Screen. Ther...

When adding new pupils to the system in the Admissions Manager module there is a warning if you are about to add a pupil that appears to match someone who is already on the system. Staff sometimes leave us and rejoin us. It would be great if there...

Adding back in the favourites bar would allow access to commonly used functions within PS Financials which works really well in version 6, saving a lot of time and allowing the system to be altered by user for their own preference

In version 6, there is no limit on rows when running account enquiry.This aids reports that are needed during year end to supply to auditors and when reviewing our main purchase ledger. It would reduce time taken to run reports and changing period...

The current Staff Roles box in HR Manager is currently unsorted. I feel it would be a real benefit if this list was able to be sorted alphabetically. As new roles are added, they get put to the bottom of the list and over time the list is no longe...

We suggested to make an update for th, e Staff Roles in HR Manager. At the moment we can just create or delete a Staff Role but we can't rename/update one create before.

Hi Team, We would like to request the system to automatically change the status of the new staff from Applicant to Current once the employee's join date is reached. May I know whether this is possible? Thank you

Highlight documents with mismatched dates and periods in a sub-section or 2nd page, so users can quickly identify discrepancies causing differences between the creditors report and the trial balance.

Introduce a search function directly within the bank reconciliation page, so users can search/filter by value, description, or date, not just sort by them.