Ideas

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...

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...

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.

Please could we have a recalculate function on direct debits. If you change fees or scholarship remission or bursary remissions within a pupils fee table, it would be great to have a recalculation function within direct debits to recalculate the r...

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 ...

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:

Have a link to HR that can work out shift patterns and allocate the correct person to an activity by whether that person is on shift that day/time. The customer would like it so that the activity gets allocated to a person currently and if that pe...

The customer wanted a report to highlight outstanding documents that are due back from Suppliers but havent been received yet and a facility to send reminders to supply them

The customer wanted the facility to add additional fields into the suppliers form.