Ideas

We need the ability to delete emails once they have been sent, if there is an error in them, the function to recall/delete from parents accounts area.

Duplicate invoice checker should check POINS against PI's and Vice Versa to avoid paying the same invoice twice.

Screwfix - The site managers across our 20 schools are asking if this can be an option.

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...

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...

When creating a form that will be used across more than one school, Prince Regent Street Trust would find it really useful to be able to share that form with other sites instead of having to create multiple forms for each school.