Ideas

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...

The customer mentioned that it would be a good idea to have a warning come up to let them know that a Contract is coming up for renewal (say 30 days) so that they can start looking at Contracts with better value where possible. They would also pre...

Currently if an invoice is started to be processed as a PI, and a subsequent order number is spotted, it has to be cancelled and the data entry has to start again on the purchasing suite. It would be much more efficient if there was a single input...

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.

It would be quite good to have an option to edit (pencil tool) the names of uploaded documents on Admission portal itself as it is difficult to identify the document after moving the student to Applicants. Otherwise there should be a preview for d...

Problem : The notification email (Figure 2) sent to the admissions team does not include any contact information for the parent who completed the enquiry. This is already a feature of the parent notification tab of the same form as it is used for ...

There should be an option such that a change in the registered office of the customer will automatically update for every individual client

There is no 'performance dashboard' to view for users with standard access. If user have access for the school profile and can update activities and issues, they should as well be able to see their school performance chart.

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...