Ideas

We would like the ability to exclude trips from the Budget Check so that we can switch on 'Enforce'. No budget is put against trips so 'Enforce' would then stop users from raising orders.

It would be helpful to have visibility of all historical reminder dates set against a payment item or invoice, as these are often adjusted if payment is not received. Or alternatively, I would like the ability to generate a report for a user that ...

Withdrawal notes field can be added to leaver tab, under former on pupil manager. So that when we search the formal students we can view the withdrawal notes.

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...

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...

Be able to use an emailer to select multiple debtors to chase up outstanding payments. It could work by a list of debtors comes up and from that list a number of them can be selected to receive a chase letter at levels 1 and 2. Level 3 could be pr...

We have a lot of locations and all the business managers and finance teams have access to all locations, this is leading to posting errors, because all nominals appear at posting, is it possible to create an error message if the nominal is not mat...

When creating new suppliers (accounts) our users are having to shorten or cut off the supplier names in some instances due to the limit being set at 40 characters. The box itself is large enough to hold more characters so it would be great if this...