Ideas

It would be useful to have an audit trail of by whom and when such things like VAT codes have been amended. It would assist in determining what it may have impacted etc

We're currently gearing up for the January mocks, but our exams team are importing basedata for the summer exams and starting to link pupils to get their entries set up. While we want pupils to see the details around the mocks, we don't want them ...

This is a feature I have discussed directly with our account team but worth capturing here as well for wider input. Currently in Registration Manager > Report tab, the pupil filters do not include the ability to filter by pupils on particular r...

At present, there isn't an option to manually sort the order of which the invoices appear on the Parent Portal. Ideally, the latest cycles should appear at the top, which is currently not the case. Using the date options don't either have any affe...

We should be able to see each others email log and be able to open the email sent from the system

It would be really helpful for the document preview window to be available when entering debit notes as it is when entering invoices. Currently you need the document on a separate screen to have the information available to enter.

The Extended Business Analysis reports only have the option to compare to budget. For effective management reporting, comparatives to both budget and prior year are required. Can we please include the option for prior year comparatives. (Please no...

It will be very useful to be able to upload documents to a pupil's record in the fee billing module. For example, we have Direct debit mandates or parent's communications with account's information that we would like to upload in this module which...

having the students forename makes it easier for invigilators to identify them. Surnames are quite long in some circumstances. A forename is easier to find when looking or calling out a seating plan.

A notification on the dashboard/home screen advising when the system has been updated. When running reports and balancing accounts, we currently have to refresh grid which doesn't always update the current transactions or go to general blue tab, G...