Ideas

Payment Run - Ability to deselect all items. Unable to deselect all items bought through to the select the ones you require. When wanting to pay just one item deselecting them all individually is long winded.

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

Could there be a option to put an end date on the Users On Holiday tick box? Sometimes it can be forgotten to remove the tick once they're back. If the system could automatically do it on the end date entered, this could save some time.

On the Parent Portal there is a Documents & Files section. It would be great if there were a similar section on the Pupil Portal.

Please can there be a way of identifying students as leavers automatically so we can remove them from the student portal quickly and easily in bulk. Currently we tick them one by one through the pupil lists and delete them, which is time consuming...

Customer (EMM01) mentioned that they were looking for a way to see current commitments in accounting enquiries, as per a previous option within V6. This no longer seems to be available to them in V7.

It would save time and be helpful for the pop up screen to display the Document Number assigned when posted. At present, a Document Search needs to be run to identify the number.

When checking a payment run, we need to cross check date, invoice no, net, gross and supplier bank details against the invoice. The draft payment list currently only has date, invoice number and gross columns so we need multiple screens open to ch...

Hi, We've discovered that in My Account > My Profile, the student can update their details such as their title, their names on their own from the portal and it write back to Student Manager database and user profile database, without notificati...

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...