Ideas

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Similarly to how the Cancel Payment function works, could there be a identical function for supplier refunds, where it creates a Supplier refund document instead of a cancelled bacs/cheques document?

It would be really helpful if parents can update their own contact details directly on their parent portal, which will then sync with the student manager module, rather than filling out a form which then we have to manually update their record in ...

Once the PO is approved, having an automated PO send option for all approved POs would be beneficial to save time and prevent human intervention, allowing for missed communications

As is the Student Widget shows attendance in a nice sreamlined way, but we have no control on the data or how it calculates the percentages. It seems to be considering the "Not yet registered" as absencies. It would be great to be able to select, ...

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...

Student's display name in Portal would be better as Forename not Preferred Forename. Preferred forename is okay for use in school by staff but parents do not want it to appear as such in the Portal.

Currently the communications sent to parents via iSams appear as a long list. It would be good if there was a search function for parents so they could locate emails they've received quickly.