Ideas

Can we have favourites icons for our dashboard? I used to love the Documents icon, the TB icon and the Reporting Suite icon.... just makes it easier to find things. This new dashboard is not as user friendly as V6.

It would be useful to default the font size in the reports to fit the width of the screen so that the reports can be seen. We can increase the font size, but every time you refresh it defaults to small again. Also having the column titles fixed in...

It would be useful to be able to pick more than one comparative budget. Once we get to Forecast 3, I would like to be able to have Prior Year, Budget, F1, F2 and F3 showing on the report.

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...

A solution where parents can enter student Absences/Late Arrivals/Early Checkout request through iParent App.

When assigning a pupil as out of school the user is prompted with the start and return dates which correctly default to the current date. It would be more convenient for the user if the start date is changed ( to a future date ) that the return da...

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.

We have created specific rules for the various prep year groups (which have different timetables) and a separate rule group for our senior school. I would love to have the senior school set up as "Select ALL Sets, keep updated automatically" but I...