Ideas

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

It would be really useful if you could delete recurring charges/fees in bulk for just one cycle. We currently have different cycles for fees and disbursements. When a new cycle is generated the fees are automatically posted because we have set the...

It is frustrating that when a payment item is set up for instalment payments, parents can still pay after the viewable to date.

I'd like to be able to select all the Payment Alerts and Accept them in one go

This would be useful for us to be able to have donations collected during red nose day go directly to comic relief

Our Finance Executive with invoice generation role does not need to access the configuration screen. The configuration usually will be done by IT so it will be beneficial for access control purpose to segregate these functions and can be assigned ...

On generating a BACS18 file, if the process fails, there is no meaningful error message to investigate from. Instead, a support call has to be raised which takes time to resolve and sending a BACS file is time critical. It would be helpful if a me...

For required fields, parents should not have option to proceed through form until they complete the individual 'required field'. When they skip options and move on, Submit button is then greyed out and it is not clear what info is missing

All parties would benefit. It would dramatically reduce office workload