Ideas

Stop general absences that require changes filtering into the Trust overview task area to save so they can be resent out for approval, it would make more sense for the task to look at the changes to be sent back to the requester or absence approver.

Due to the Support staff pay award being settled at 3.2% from September I used this function to update all 10 properties. I then discovered that this only increased the FTE salary and not the hourly rates. In order for me to increase those I was d...

When setting up a Fee Allocation Rule, you specify which attributes a pupil must have in order for the fee to apply. One of these attributes is membership of a custom group. It would be extremely useful to be able to explicitly exclude pupils who ...

Currently if you import a recurring column marked Y the recurring is set indefinitely. It would be useful to set end date so therefore awards can be imported recurring three times for one academic year

At present, there isn't an option to manually sort the order of which the invoices appear on the Parent Portal. Ideally, the latest cycles should appear at the top, which is currently not the case. Using the date options don't either have any affe...

Currently Applicants are selected if they have a status of "Accepted" irrespective of the Admission Year or Term on Entry. We have deferred entry students who are set as "Accepted" in Admissions but not for the current billing term and year. These...

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...

Reports are very basic and cumbersome. Why can't reports show only the latest up to date training? When you run a report it gives historic training too which complicates and is not necessary. I do not need to know the person has completed 4 lots o...