Ideas

It would be very useful if we had the ability to add a attachments to the school fee invoice email template. We often have the need to attach documents/information with our termly invoices and currently have to use alternative methods to do this.

The workflow for invoice approval only allows for one cost centre. It would great if it could send elements of the invoice to different approvers if the cost being split across multiple cost centres

As we cant see the whole bill when previewing invoices before publishing its really difficult to make sure you have entered the correct date for the DD collection when collecting extras separately to the Fees. It then falls to IFinance to come in ...

In Pupil Manager > Contacts > Billing Details, is there a way to set "Preferred Payment Method" to "Other" by default?

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

Our current fee billing software allows us to manage sibling discounts by automatically managing sibling links. It knows therefore to allocate each second and subsequent younger sibling with a 10% discount. When a sibling joins or leaves it would ...

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 ...

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 would be really useful if timed out requisitions/orders could be saved as drafts. In a busy school office, there are often interruptions part way through processing a requisition and by the time the staff get back to it, it has timed out meanin...