Ideas

Please see ParentMail support ticket 00551293 which has screenshots I cannot post on this site. When an item has instalments and one instalment is refunded, the refund amount appears against all instalments. This make reconciliation of the payment...

It would be useful to be able to add a cost area with an attachable invoice to then be able to run a report on £x income received from parents vs. £x cost of the trip / event from the supplier.

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...

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...

Breakwater Academy would like to request Save the Children as a Charity partner so that they can complete fundraising activities with ease.

Within HR Manager/Management Options/Pay Scales, could there be a function to record the pay scales annually so historical data can be kept. At the moment you have to overwrite the previous pay scales.

Statements do not show allocated payments. This is correct however when an invoice is still outstanding but has had payments made against it the statement should show the original invoice and its payments until its completely paid so the customer ...

When information like address is updated, the system could keep historical data (previous addresses and date they were changed).

Posting this as discussed at the Northern User Group. Could there be an easier way to do the data collection from staff, please? Can we share with them what data we hold for them and they could then respond with any changes. Thank you!