Ideas

Currently, homeroom teachers do not see that a new student is joining their class until the day that they start class. Classlink does not see the student until the day that they start school. This means their 3rd-party accounts are not created unt...

Is it possible to have a widget available for the dashboard that includes data from applicants that are in the system based on their application status. Similar to the School Statistics and report widget. So a break down of Year applied for and a ...

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.

It would be beneficial to have the opening and closing bank balances whilst reconciling the bank account rather than just a 0.00 balance.

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.

Introduce a search function directly within the bank reconciliation page, so users can search/filter by value, description, or date, not just sort by them.

Add a hyperlink on the document side to a quick search function, letting users search by value, description, date, or document number if they cannot see an expected document rather than having to come out of the bank rec page.

Improve the supplier refund process by allowing direct unallocation of payments from invoices, without having to fully cancel the original payment. Could add Warning – undo allocation with remove Paylist stamp.

Add a hyperlink in the invoice selection screen to the 'document not showing on paylist' report that auto-fills the payment run details, so users can find why an invoice isn’t showing, without having to come out of the payment run

It would be really useful for us if the standard email notification that we receive to tell us when someone has submitted an Admissions Enquiry could also include brief details of the enquiry (name of enquirer, contact email address and telephone ...