Ideas

Could the Reconciliation tab be reinstated for bank reconciliations? While the ability to match and save transactions is useful, it does not display the closing balance of the bank account. Currently, to view the bank reconciliation, you have to e...

In other systems I have used you are able to set a default nominal code for each supplier to save time having to type in the nominal code every time. For instance EDF is our electricity supplier so it would be good if when ever we entered an invoi...

Document upload in agent manager. As for now, there is no where that document can be uploaded in the agent manager for the agencies such as contract document, renewal or withdrawal document of agent. As for the contract document, will it possible ...

It would be really useful if we were able to organise existing custom fields with the new custom section feature, for example group together and name (custom section) and use multiple field rows. At present, we can only add new custom fields to cu...

When part paying invoices a new SI line is created for the remaining balance but with the reference 'Part Pay ...'. This makes it harder to understand what is for what especially if more than one part payment is made against one invoice. When send...

Currently if an invoice is started to be processed as a PI, and a subsequent order number is spotted, it has to be cancelled and the data entry has to start again on the purchasing suite. It would be much more efficient if there was a single input...

I'd like to be able to select all schools of a specific group and categorise them in one go, rather than have to do this individually. Additionally, I'd like to be able to do the same by checking schools from a search return, and update akin to us...

Would be great to be able to exclude contacts of current pupils when emailing applicants contacts through the email wizard. At the moment when sending the same communication to current parents and applicants, if a parent is in both categories they...

Combine separate Contacts when imported through Admissions +, adding both separate father and mother contacts as well as a combined 'parents' or 'household' contact to the student's records. Thereby indicating which parent is paying the fees for f...

It would be very useful to our admissions team to be able to search for applicants by the term they are joining within an academic year. Or at least have the ability to add this as a column of information that we can sort by once searched for a pa...