Ideas

On Self Service once user is added, the location access cannot be changed to add or remove access

We have to submit a days to pay report to the DfE on a 3 monthly basis, and to get to that report we have to combine all payments made in a set period, however we also have to include disputed items, which is on another report, and combining the t...

We have centralised invoice processing for 14 of our schools and the data entry time is significantly impacted by having to exit and re-enter the invoice processing screen each time we need to change schools. This could be resolved by allowing the...

We currently have the ability to see who the last person to open and read the document is, but could we maybe see a log of who created it as well.

Unable to undo allocation from a document on a payment run Unable to properly process refunds

Our list of pupil contact types includes things like family friend, housekeeper and trust. These are not appropriate to have shown in the list of values for relationship to child when someone is completing a registration. Ideally we would have a d...

When you follow the steps to cancel a bacs run in V7, it takes a long time as you have to cancel each invoice individually. You then have to journal from the payment run clearing account the difference between the original paylist and the amended ...

The description field is not long enough - even if you press F8 for more detail to be added, this is applied to the whole document, not individual lines, and for sales invoices cannot be seen by the customer

In the admissions portal forms, it would be extremely useful for it to pull through the 'bill payer' details into the student contacts in ISAMs. Currently this has to be ticked manually or added manually, even though they have completed a section ...

A feature of being able to identify who has performed a reconciliation on the bank would be useful. Similarly, would be useful to see who has performed an allocation at the account level.