Ideas

It would be helpful if GRNs or part of could be written off or cancelled and revert back to PORD in order for it to be written off. We are still learning the system and a few items have been progressed in error which need to be cancelled.

When in the Doc Publishing Screen and the Email History Screen, introduce a function that allows you to export this data to excel so that you can find what you need much more easily.

We would like to add the category of Summer School as a different team in school will be managing this. We have various fee codes for Summer School and it would make it easier for them if they could just select a category rather than the different...

When importing pupil recharges to iSams the VAT code is assigned to the analysis code which can not be adjusted, only through a time consuming exercise of changing it on each pupil, which defeats the purpose of importing. It would be a great help ...

We have occasions where we retain a deposit rather than return it but there is no way of recording this in Fee Billing. It would be good to have a tick box to say "Retained" so that it can't subsequently be returned in error and it isn't included ...

How can we see a report of Suppliers which bank details haven't yet been verified. Would've thought this may have come under the Supplier List Report but it doesn't show this.

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I feel would save time and benefit all billing clerks would be where we do not have to regenerate all invoices withdrawn from the portal before publishing again, for example sibling invoices where no amendments have been made but ne...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

It is very easy to mis-name a batch when in production & it would be extremely useful to be able to re-name batches so that they are easier to identify or correctly identify a batch for future reference.

It would be beneficial to have the opening and closing bank balances whilst reconciling the bank account rather than just a 0.00 balance.