Ideas

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.

When we raise a REQ we can add an attachment but when we convert that REQ into a PORD the attachment is not carried forward onto the PORD. We use this for quotes etc. What we would like is for this document to appear at every stage up until INV. A...

Withdrawal notes field can be added to leaver tab, under former on pupil manager. So that when we search the formal students we can view the withdrawal notes.

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...

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

To be able to see an audit log of which user has deleted things out of modules. E.g. Which user deleted the event / visit in Admissions Module.

It would be useful if the audit trail started with the date that a prospective student record was added to the system, currently the first record in the audit is whenever a field is updated, not when the record was created.

Currently every user has to manually input the report server / report template / smtp settings. When granting a user access to the emailing suite, could admin have the option to 'copy settings from' another user?

The description field is not long enough - even if you press F8 for more detail to be added, this is applied to the whole document, not individual lines, and for sales invoices cannot be seen by the customer

We would like to search for students based on their admission status (for example, rejected by school) after an exact date.