Ideas

Item Purchase Credit Memos are now not sent for Approval when the new workflow is implemented. The budget holder is now not aware when a credit is received. It would be good if the functionality is improved in this area.

Please see ParentMail support ticket 00551293 which has screenshots I cannot post on this site. When an item has instalments and one instalment is refunded, the refund amount appears against all instalments. This make reconciliation of the payment...

It would be useful to be able to add a cost area with an attachable invoice to then be able to run a report on £x income received from parents vs. £x cost of the trip / event from the supplier.

We really love the split lodgement feature in the Sales Ledger and think this would be a very useful feature to have in the Purchase Ledger too

Putteridge Infant School and other schools - have requested that low balance reminders be set per price band, and not per register. Currently, you can set a low balance reminder, but this will set a reminder to all students, including those who ar...

The 50 character limit is too restrictive where transactions are coming from a live bank feed. Banks will not change their format.

Kernow Learning Trust (and other trusts) want to be able to create and manage the parameters of registers, whilst leavings schools to manage the day to day register functions. Kernow want for all schools to operate in the same way. We did discuss ...

Kernow Learning Trust (and many other schools) set up a residential trip where the number of deposits received determines the remaining cost of the trip. In this instance, all schools would need to create a payment item for the deposit, and then c...

To reinstate the narrative would help all users. It would save time trying to find the correct heading to click into, particularly around tasks that you do not do every day and may need reminders.

It would be good to have the ability to view, amend and forget memorised auto-postings from a pulled up list of 'all memorised postings' We have a few that have been auto-posted to the wrong place and due to the bulk of transactions we receive the...