Ideas

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.

When an electronic form is set up on the Parent Portal, the parent needs to click on the icon to the right hand side of the form to open it up. It would be great if the name of the form itself was a hyperlink to the form as this is the most natura...

When setting up electronic forms, you can apply permissions so that parents only see those forms if their children are members of particular groups (year groups, houses, custom groups etc.). However, if you use a pupil pick list on the form itself...

The customer mentioned that it would be a good idea to have a warning come up to let them know that a Contract is coming up for renewal (say 30 days) so that they can start looking at Contracts with better value where possible. They would also pre...

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...

Statements do not show allocated payments. This is correct however when an invoice is still outstanding but has had payments made against it the statement should show the original invoice and its payments until its completely paid so the customer ...

When part paying invoices a new SI line is created for the remaining balance but with the reference 'Part Pay ...'. This makes it harder to understand what is for what especially if more than one part payment is made against one invoice. When send...

At the moment, when guardian(s) are going to be the primary point of contact and need access to the Parent Portal, they cannot be given access directly. It is necessary to set them up as a Parent contact type, then email the Parent Portal details ...

It would be great if Family ID could be added so that we can display the number of families in the school.

We would like to propose the feature of filtering the data to be shared on the cloud portal for parents, such as the Attendance records, Medical Diary, Rewards & Conducts records... If you could provide the ability to filter those data by acad...