Ideas

We have several credits on sales accounts but the direct debit calculations do not take this into consideration. We have opted for the brought forward balances to be shown on the invoices but have had several parents saying that there is an error ...

It would be useful to make a note of the different discounts that are offered to pupils which can then be automatically applied to fee bills once raised. The discounts would need to be separately noted eg % for a bursary, % for a scholarship, % fo...

Currently, our finance team can only publish invoices to the Parent Portal one cycle at a time. This is a very time-consuming and manual process, especially when a parent has multiple invoices from different cycles. We would like to request a feat...

When creating a Management Group in the MIS Management section, e.g. for pushing a Global List, it would be very useful in the "Select Entities" section to have at the top "Select All". This would eliminate the need to individually select each Ent...

Can the initial of the payers/contacts be included in the return deposit confirmation box so you can tell which payer is which when refunding deposits:

It is difficult, especially in schools with large numbers of direct debits, to quickly find plans for specific students on both the Fixed and the Variable Plan Schedules screens . Adding a Search option, which looks at student or bill-payer name, ...

When running the exclusion data report for the current year, I have noticed that it is not pulling through the data for learners who have left. Exclusion data should be included for the period, whether the student was on roll or not. For example, ...

Within the enquiry screen. include analysis on the time it takes for students and group of students to move from one stage to another for analysis purposes i.e. the time it has taken from this group of year 7s to move from offered to accepted.

Please could the Pastoral Flag and associated detail text be made available in Central? As this is the information that is made publicly available about each child from Wellbeing Manager to other parts of EdGen (Pupil Manager and Registers) it see...

It would be really useful to have data points for custom registers in Central.