Ideas

Duplicate invoice checker should check POINS against PI's and Vice Versa to avoid paying the same invoice twice.

Central users appear in the Document Read/Unread statistics for every property they have access to instead of only showing in the property they are actually in. (Default Property) This has been highlighted as one of our schools is compliant bar 1 ...

Be able to create a group of documents to be able to assign them to user groups. Such as staff handbook to be read and agreed by all staff each year. It will save having to assign each document individually.

Please can we request that another level is added to the Status drop down list in the Update Activity tab as follows: Done, awaiting remedials (please colour amber on reports) Please can we also request that: Done, awaiting report - (could be chan...

Audit trail to easily identify where an admin has signed off activities across multiple sites.

Hi, Please could you build into the compliance matrix that when you school down the names of the schools on top come down with the page? As a regular user i spend ages going up and down to see which site the columns are for.

I think a copy and paste feature should be added for checklists, As i have found if i were to make a firedoor checklist for the fire door checks. I would have to write out over 100 separate sections of the same thing where it could just be copy an...

Enable more information to be pulled through into iFinance. For example, Pupil Name, Relationship Type, School Name, whether on direct debit etc.

Currently, when an activity is awaiting documentation, the colour is red or green. Green makes it look completed and that there is nothing outstanding, whereas red makes it appear as if the activity has not been completed. This has created a lot o...

This would be useful if we could do bulk refund of deposits held for leavers- especially at the end of the year when we have lots of Year 13s leaving. This was something we could do as a bulk thing when we used PASS Thanks