Ideas

Reports on the screen need to have the header row frozen on all reports. Management accounts by cost centre does not have the header row frozen and other reports do not have this either.

It would be extremely useful to have the ability to bulk import purchase orders for all our known contracts/utility charges etc.

When a User has left we are unable to stop them from appearing as available approvers against accounts. Setting security No_Access. Access level 9, input allowed 'No', Z_LEAVERS user group, Not active and removing them from the Key List of authori...

When you select a ledger or nominal, the cursor doesn't auto-select the search box anymore? Can this be re-added?

Where fields like work set, location, and offence code are already included in detention confirmation emails, it would be extremely useful if the detention name or type could be included in this email. Where detentions can vary in severity or cont...

We would like to request that the ability to cap the number of students in a Detention session is introduced. Most of our detentions happen with one member of staff assigned to supervise the session, and this would enable us to set a limit to allo...

Having just completed year end for 2022/23, and coming across the intercompany balance issue, if you talk to Stacey Hussey on the advantage team, she will explain. Could you revise your year end process to include the when, why, and how to post th...

In PSF v6 and earlier, it was possible to create custom columns when running enquiries (e.g. account enquiries). This was useful if you wanted to do calculations on data in PSF without having to export the information to a spreadsheet first. It al...

Generate Chase Letters via the Emailer suites. Time consuming to generate, save within the cloud, copy locally to then email out. Would be great if we could email these out from within the Document Emailer suite.