Ideas

When completing statement reconciliations, customer wanted to view the opening and closing balances as an extra check that the reconciliation is as it should be.

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Similarly to how the Cancel Payment function works, could there be a identical function for supplier refunds, where it creates a Supplier refund document instead of a cancelled bacs/cheques document?

We often want to add in the notes that we have sent an invite or email to a group of prospective children and are currently unable to do this unless we go into each applicant individually and we are looking at numbers of around 150-200 applicants.

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...

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...

Please add Stripe as a payment gateway for UK based school, especially boarding schools to allow full utilisation of the admissions portal.

Can the confirmation of payee also check the Supplier account, it is checking the Bank Details for, matches the Bank details account? E.g. Supplier Account: ABC Company = Bank Details title: ABC Company

It would be great if there was an option to configure a waiting list for applicants. This would need to include the date an applicant was added to the list and the relevant year group and school year on entry etc.

In PSF v6 and earlier, it was possible to run an account enquiry at an ‘as at’ date. This was useful if you wanted to see – for example – which invoices were outstanding at the end of a month which had subsequently been paid, or which transactions...