Ideas

It would be really useful for us to be able to batch edit the enrolment year field. I am in the throes of 'rolling up' last year's enquiries and can easily bath edit the Year on Entry field (ie to 2025, from 2024), but what I can't find a way to d...

Could we potentially have a flag check when setting a user as a Cost Centre Approver, to check if they have an approval limit / Holiday Approver?

In our previous version 6 the Payments Tab within an account was HIDDEN from the majority of user groups. This meant that personal Bank information on staff expense ledgers was hidden from users. Following the upgrade to V7 the Payments tab is now...

Seems to have lost the ability to apply the budget check/enforce to a percentage of the total budget. Can this be reinstated?

You used to be able to see which users were under a user group in v7. However, since turning on the new security, this is no longer available. Could we reinstate this please?

Could we add the Access Level that's applied to a Period State when applying this access in the new security feature? As both are required to actually use the Period state, it would be good to have this in one place rather than having to go to the...

Automatically assign year groups based on DoB and Entry Year on a portal form.

As we maintain accurate records of our alumni, there is no clear way to mark those pupils who have deceased. It would be helpful to be able to apply this label.

When searching periods could you add "Prior Year" as a factory set option.

There must be a quicker way to get to the Purchase ledger.