Ideas

An improvement I feel would save time and benefit all billing clerks would be where we do not have to regenerate all invoices withdrawn from the portal before publishing again, for example sibling invoices where no amendments have been made but ne...

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.

Currently opening balances are fetched from iFinance at the Document Preview stage (and then hardcoded to the final bill). If there is a delay (ie.for bill checking) between the Document Preview stage and actually issuing bills a few days later an...

We would like to be able to run the whole admissions process (from a parent's point of view) through the cloud portal. Once a place is accepted we provide a lot of documentation to parents and the ability to upload those to the portal (as you do i...

Please can we either have the ability to manage how the Forms look e.g. layout - the " Add New Enquiry" button (on the enquiry form) is on the far right hand side of the screen - could it be moved to the left hand side or the user has the ability ...

Allow teachers to create seating plans for lessons with pictures and possibly SEN/medical notes. Useful for cover teachers, new staff and teaching assistants.

in V6, you could restrict access to users being ble to move documents from reg to books. theres no way currently to restrict the Move button on REG documents (under Documents - Register Documents)

Ability to add a custom field (Pupil Email Address:) in teaching manager module to generate a set list report with that field.

If the Document emailer was accessible to Purchase Order raisers they could then send their emails to their suppliers instead of creating a PDF then emailing it from their Outlook (as an example) accounts or asking Finance who have the Accounting ...

Already submitted an idea for Bulk Refund of Deposits but can we have the same for Leavers Direct Debits - it took me ages to complete this task too. To have to go into each individual pupil, billing contact and then delete the dd takes too long. ...