Ideas

it would be great if it was possible to have an online portal for parents to make one off payments to the school for things such as clubs, trips, lunches, dress down days etc. this would save the children having to bring money into the school and ...

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...

During the billing process under Fee Billing Manager, Account Details tab for a specific student, the Account Code needs to be copied manually by the Finance from Students Manager. Can we have this auto populated to reduce any error from manual co...

We collect hundreds of direct Debits every term. We can bulk upload the collected direct debit receipts and then the system auto matches based on what has already been memorized. But we then still have to go into each billing account (of about 900...

When selecting pupils from the batch import screen it would be good to see a total of selected pupils given before having to move to the "assign charge" page. Also, during the bulk import wizard process when you are selecting the pupils you want t...

Please could you make it possible to amend postings issued via the batch pupil view en mass. At the moment we either have to delete and reissue the batch, which is time consuming if we are changing for part of large year groups, or amend each indi...

Having created the direct debit schedule I then needed to delete a charge but couldn't yet I am able to make amendments for all other students that do not pay by direct debit. It would be helpful if the schedule could be deleted, changes made and ...

We have several credits on sales accounts but the direct debit calculations do not take this into consideration. We have opted for the brought forward balances to be shown on the invoices but have had several parents saying that there is an error ...

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I feel would save time and benefit all billing clerks would be where we do not have to regenerate all invoices withdrawn from the portal before publishing again, for example sibling invoices where no amendments have been made but ne...

Have a direct connection to the accounting software, Pennylane for billing purposes.