Ideas

It would be really useful to have data points for custom registers in Central.

Often customers forget to log out correctly and rather than have to go to Self Service it would be good to have an option to close sessions down from the Active Sessions Screen

The ability to filter data automatically based on what year group you are in. Currently you can only do this by school. this will remove the need of creating duplicate dashboards with filters, per year group.

Why does the purchase ledger not default to all periods, when you do a search. Could this be set as the default search.

It would be so useful if there was a way to set an agent as one of a pupil's contacts. It would save an immense amount of time entering the same information over and over again, and help manage changes.

When reconciling, why do you have to leave the screens when you have reconciled items, Why cant we stay on the reconciliation page to continue reconciling.

Is it possible to create groups in the dataset to help cleanse the data and reduce the number of items? Examples Ethnicity (would be good to have 3 most common + other – for us this is White British, Pakistani, Indian, Other). Having lots of small...

Each year we have a fixed budget and current budget. We need to be able to set the fixed budget so it cannot be amended during the financial year. This is a school audit requirement so it should already be a feature of the system.

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?

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