Ideas

Easier to use allocations menu, the current drag and drop is a bit strict where if you drop in the wrong place, it will start a fresh allocation.

Could we add the TB onto the Creditors/Debtors report? Makes it easier to compare the 2 at month/year end

A feature of being able to identify who has performed a reconciliation on the bank would be useful. Similarly, would be useful to see who has performed an allocation at the account level.

VARIOUS IDEAS TO HELP ALL STAFF 1. Currently, the default is the whole month to the screen with the option to change to week or day. Can each user change the default to their own preference? Month, Week or day. See attachment 1.2. Colour coded app...

When a medical flag is ticked and notes added, teachers and other staff do not get alerted - this means they remain unaware unless a separate communication is sent to them. Having an alert that can be set for key staff e.g. tutor, Housemaster, DSL...

If a parent has not registered with Parentmail they do not receive a FORM electronically - system produces a paper copy. Is there any way to be emailed the form with a message saying e.g. "to complete form, please register for an account".

When granting access to create INV in Purchasing, can it automatically give access to POINs

On Self Service once user is added, the location access cannot be changed to add or remove access

We have to submit a days to pay report to the DfE on a 3 monthly basis, and to get to that report we have to combine all payments made in a set period, however we also have to include disputed items, which is on another report, and combining the t...

Currently when a form is sent the parents are sent an email which begins: Dear (surname). This looks quite unprofessional and we would like to either change it to include the salutation first or change it to parent/carer.