Ideas

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I feel would save time and benefit all billing clerks would be where we do not have to regenerate all invoices withdrawn from the portal before publishing again, for example sibling invoices where no amendments have been made but ne...

Currently opening balances are fetched from iFinance at the Document Preview stage (and then hardcoded to the final bill). If there is a delay (ie.for bill checking) between the Document Preview stage and actually issuing bills a few days later an...

It is very easy to mis-name a batch when in production & it would be extremely useful to be able to re-name batches so that they are easier to identify or correctly identify a batch for future reference.

It would be beneficial to have the opening and closing bank balances whilst reconciling the bank account rather than just a 0.00 balance.

I can check which parents have read an email I have sent, but I can't check who has read a form. I can only see when they respond.

We currently have the ability to see who the last person to open and read the document is, but could we maybe see a log of who created it as well.

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...

Currently names with an accent are not synchronised correctly, and random characters are added to a students name making the actual student's name corrupt and unsearchable in ParentMail.

We have centralised invoice processing for 14 of our schools and the data entry time is significantly impacted by having to exit and re-enter the invoice processing screen each time we need to change schools. This could be resolved by allowing the...

On the new update, where users do not have access to nominals/accounts, they can still 'see' them except they are 'greyed' out. This is sometimes hard to browse through nominals/accounts as they will have to scroll past the nominals/accounts, they...