Ideas

It would be useful to be able to pick more than one comparative budget. Once we get to Forecast 3, I would like to be able to have Prior Year, Budget, F1, F2 and F3 showing on the report.

It would be useful to be able to save favourite criteria in the different reports, as I use the same criteria each month for Management Accounts, Account Summary, Aged Debtors/Creditors, Balance Sheet, CashFlow etc.... This would be even more help...

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.

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...

Customers used to see a report at the end of doing bank reconciliations that confirmed what they had done during that reconciliation. This is no longer available and in its place is a link to the reporting suite. Whilst this is useful they want th...

Currently when i try to view or download bill and reports using the Parent Portal they will now display. They need to be viewable using and iOS PDF application.

The new security functionaility has now made the Security Report dashboard, somewhat redundant, as the access showing is the new security roles RXA.... which we advise not to assign to users. Other than manually checking the relevant nominal/accou...