having a tick box on the compliancy matrix so when setting up new schools and adding the Activities, You can tick the activities you needed rather than going though each one, 1 at a time
Contracts that are set to automatically rollover should not require manual intervention the keep changing the date. Is there a way for the system to recognise that the contract is set to automatically rollover to the renewal date specified when th...
Ability to set default email settings for new users
At the moment when new users are created (in our case usually automatically by being pulled through from EveryHR) it defaults to that user receiving no email notifications. Ideally we would want to be able to set some defaults so that, for example...
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
Adding a filter and search bar for documents. Like we have for Issues to be able to filter through documents easier incase of accessing files in an emergency.
Enable activities and issues to be assigned to user groups rather than one person
Adding this feature in would enable teams to be responsible for activities rather than named individuals and if it was possible to show who had reviewed or actioned items this would also be useful. Issues are rarely dealt with by one person. At th...
As a Trust, having multiple schools and multiple activities can be confusing. The compliance matrix does not pull through all of the MAT monitored activities therefore is not reporting correct data. My suggestion is that in the downloads for excel...
Feel Billing Contact Notes - link to Pupil Manager Contact Notes
In Fee Billing > Cycle View > Pupil Search > Notes there is the ability to add both Pupil Notes and Contact Notes. It would make a lot of sense if Contact Notes synced directly with Contact Notes in Pupil Manager>Contacts rather than h...