Ideas

Allow documents that have started in the purchasing module to be converted to different document types in the accounting module. We require any expenditure to be approved prior to purchase, whether it be credit cards, petty cash, student expense e...

It will be very useful to be able to upload documents to a pupil's record in the fee billing module. For example, we have Direct debit mandates or parent's communications with account's information that we would like to upload in this module which...

Wish that you could have the option of the read percentages to impact risk scores. eg if a document linked is 100% read then we take a 'treated' score, where as anything lower eg only 70% of staff have read it, we would take the untreated score. i...

At present when creating a purchase REQ the attachments that someone adds are not automatically carried forward onto a PO when creating this. This causes additional workloads to ensure you have downloaded the REQ attachments and then to upload to ...

Many of our pupils have more than one bursary or scholarship type and as these are input via percentages, it would be useful to disable negative balances in the fees total to prevent any errors being made by over crediting.

The ability to run a report to see what has been posted by an individual user. Useful to compare staff workload. Currently the only way to get something similar is to run a document enquiry for the document type but then you're limited to the last...

would be very helpful to have a way to change the filters on the toolbar in the assets summary section to show ‘last checked’ or ‘last updated’? Currently these are the only filter options available. This would be very helpful when conducting asse...

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I feel would save time and benefit all billing clerks would be where we do not have to regenerate all invoices withdrawn from the portal before publishing again, for example sibling invoices where no amendments have been made but ne...

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...

At the moment, users who are managing multiple separate sites have to use different usernames, but this means that notifications don't go to the actual email address because the one used to log in doesn't actually exist. Also makes it difficult to...