Ideas

Each year we have a fixed budget and current budget. We need to be able to set the fixed budget so it cannot be amended during the financial year. This is a school audit requirement so it should already be a feature of the system.

Our medical staff often need to know if a student is day or boarding for various reasons. Having to look a student up on Medical Centre and then Pupil Manager is adding in extra work

Could YPO be considered as a supplier for punchout?

Allow separate settings for trad and live databases

When upload documents for a pupil in Medical Centre, the documents are listed by filename (i.e. A first, Z last). The Documents should be arranged in chronological order so that users don't need to scroll through the list to find the latest info.

When searching periods could you add "Prior Year" as a factory set option.

In V2 that we have just upgraded from you were able to put a full stop and tab to copy the item in the row above. This seems to have disppeared in purchasing. In purchasing you can copy the whole row above but that isnt always useful. We want to b...

There must be a quicker way to get to the Purchase ledger.

in V6, you could restrict access to users being ble to move documents from reg to books. theres no way currently to restrict the Move button on REG documents (under Documents - Register Documents)

In our previous version 6 the Payments Tab within an account was HIDDEN from the majority of user groups. This meant that personal Bank information on staff expense ledgers was hidden from users. Following the upgrade to V7 the Payments tab is now...