Ideas

The schools in our MAT need to collect whether or not a contact has PR when they submit an enquiry form via the Cloud Portal, but this is not an available field when configuring the form - as state schools we mostly need to use this form for initi...

We would like to be able to set up an automated reminder to be sent to prospective parents a few days before their visit.

Adding back in the favourites bar would allow access to commonly used functions within PS Financials which works really well in version 6, saving a lot of time and allowing the system to be altered by user for their own preference

In version 6, there is no limit on rows when running account enquiry.This aids reports that are needed during year end to supply to auditors and when reviewing our main purchase ledger. It would reduce time taken to run reports and changing period...

On version 6 there is an option when running the TB to exclude zero balances when running the TB, this isn't available on version 7. The option to exclude zero balances is useful to reduce run time and cleanse reports within the system, rather tha...

I am wondering how to create a trip form with payment attached? I can do a payment product on its own, and I can do a trip form on its own, but I cant see how to merge the two into one item? I need one form or product that has details of a trip, m...

When an enquiry or registration form is created the schools option is automatically created. This is not a configurable settings. The schools option allows parents to select a school name from one on the list. However, if the school isn't on the l...

We have an online registration form. Once submitted, a message appears saying that the form has been succssfully submitted. We would like to amend this message to include what to expect next. At the moment this is not possible.

In V6 there were far more search options available. It had the ability to search the purchase ledger for a suppliers by title, account, postcode, town, address, county, country, contact, telephone, email address, bank sort code and bank account nu...

Currently a VAT description is mandatory when setting up a new supplier. Please make it mandatory that the VAT number is also mandatory or there is a drop down to select NO VAT number, it would save the person completing the VAT return for a large...