Ideas

It is necessary for Audit purposes to have a list of the items reconciled during the bank rec process as well as the items remaining after the bank rec. In Version 6, this was possible, but in Version 7 it isn't. The only way you can do it is via ...

Please allow us to add permission levels/access control for Navigation links or Bookmark links similar to permission options available for File uploaded under Document & Files. This will be useful when we want to share a link either via Naviga...

The rendering of date field type needs modernising to a proper calendar selector and its value should default to the current date.

Generate Chase Letters via the Emailer suites. Time consuming to generate, save within the cloud, copy locally to then email out. Would be great if we could email these out from within the Document Emailer suite.

To streamline our communications we would like to send emails via the parent portal to appear in the email history in the Parent App (currently Student Manager emails don't do this). We would need to create class, year and activity groups.

Reports on the screen need to have the header row frozen on all reports. Management accounts by cost centre does not have the header row frozen and other reports do not have this either.

We need to know if all contact details held for a child are correct and relevant. As it is only parents/mother/father now visible on the parent portal, it would be good to be able to send a contacts report to all/selected parents for them to be ab...

The subtotals should be bold, to make them easier to see in the report. The totals description needs to be left aligned - it looks messy. There also needs to be consistency in the reports with (1500.00) being red instead of sometimes black.

Can we have favourites icons for our dashboard? I used to love the Documents icon, the TB icon and the Reporting Suite icon.... just makes it easier to find things. This new dashboard is not as user friendly as V6.

It would be useful to default the font size in the reports to fit the width of the screen so that the reports can be seen. We can increase the font size, but every time you refresh it defaults to small again. Also having the column titles fixed in...