It would be helpful if GRNs or part of could be written off or cancelled and revert back to PORD in order for it to be written off. We are still learning the system and a few items have been progressed in error which need to be cancelled.
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.
ParentMail transfers name data with an accent correctly into their system
Currently names with an accent are not synchronised correctly, and random characters are added to a students name making the actual student's name corrupt and unsearchable in ParentMail.
Parents email options is set to be all_merges, if we can have a default set from our side such as the Students Manager available option for current students
Parents email options is set to be all_merges at the applicants level, if we can have a default set that we can apply from our side such as the Students Manager available option for current students? We can do that in the Student manager --> Ma...
Ability to report on ALL custom fields regardless of the module
We have set up a custom field in Agent Manager so we can rank our Agents but can't retrieve this information in reports. All custom fields should be available for reporting regardless of the module.
Include "current school" and "previous school" in Query Builder
Current school and previous school are not searchable data fields in Query Builder. It would be useful to be able to search using these fields (for example when tidying up duplicate schools, or finding a group of students).
At REQ Stage to carry forward attachments to PORD stage
At present when creating a purchase REQ the attachments that someone adds are not automatically carried forward onto a PO when creating this. This causes additional workloads to ensure you have downloaded the REQ attachments and then to upload to ...
Introduce the possibility to pseudonymise admissions records that have been withdrawn/rejected x months ago
We would look to anonymise admissions data for pupils who chose not to join us some time ago, so that we can retain the generic statistical information for future analysis whilst being GDPR compliant.
We have centralised invoice processing for 14 of our schools and the data entry time is significantly impacted by having to exit and re-enter the invoice processing screen each time we need to change schools. This could be resolved by allowing the...