Ideas

I would love a cashflow report that finally works across financial years! A one month cashflow forecast isn't the most useful

Remove the wording 'Oops, something went wrong' from the Parent Portal page when the link is accessed directly. It does not appear appealing from the parents' perspective

Be able to use an emailer to select multiple debtors to chase up outstanding payments. It could work by a list of debtors comes up and from that list a number of them can be selected to receive a chase letter at levels 1 and 2. Level 3 could be pr...

Some laptops when connected to accounting don't connect properly with regards to the screen size that show through the remote desktop/gateway. Iris advised to change resolutions on main laptop after logging in, but this isn't a fix/don't sometimes...

In the new Parent Portal in Cloud Portal, the School Reports page has two tabs, Reports and Assessments. We do not publish reports to the Reports tab but only to the Assessments tab, which makes it hard for parents to switch. We would like to be a...

When completing statement reconciliations, customer wanted to view the opening and closing balances as an extra check that the reconciliation is as it should be.

In PSF v6 and earlier, it was possible to run an account enquiry at an ‘as at’ date. This was useful if you wanted to see – for example – which invoices were outstanding at the end of a month which had subsequently been paid, or which transactions...

It would be awesome if we could automate sending activation codes to new parents. In the REST API management section in the control panel, I can see that there is an option to modify the permissions for the "Parent Portal" module. I also found a s...

It would be useful when sending emails via the portal to be able to select or create varied recipient groups. Currently you can only select the whole school or by year group, but we often find a need to send emails to a class or specific group.

I'm continually asked to provide a statistics on how many parents read the reports generated through the Portal Publishing section of the Report Printing module, honestly it would even be useful to tell which parents have download reports but we c...