Ideas

Hi, I would like to suggest an improvement for the Admission Module workflow. Currently, when an applicant is moved to “Current Pupil”, there is no verification or approval process before the student profile is posted to Pupil Manager. Staff who a...

If the Document emailer was accessible to Purchase Order raisers they could then send their emails to their suppliers instead of creating a PDF then emailing it from their Outlook (as an example) accounts or asking Finance who have the Accounting ...

The Admissions Statuses used by a school can change over time. For historic reasons, we would not want to delete statuses no longer in use (since these will be attached to existing applicant records). However, we would no longer want them displaye...

Could there be an better way to remove commitments? e.g. If I receive an invoice which values does not match the PO but for full quantity, this leaves the value as a commitment but there's no way to remove these without contacting support

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...

In School Manager under Appllicants, the email history of conversations is shown in details. The same does not apply in Admissions Manager under Applicants. This should show the exact same but it does not. Why cant it be the same, so I would like ...

Bulk add applicants to marketing campaign in the admissions manager

It would be really useful to be able to reorder the portal forms in the Manage Portal Forms section of Admissions Manager. Currently they appear in the order you create them. We are a foundation of 4 schools and it would be useful to be able to gr...

Highlight documents with mismatched dates and periods in a sub-section or 2nd page, so users can quickly identify discrepancies causing differences between the creditors report and the trial balance.