Ideas

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...

Statements do not show allocated payments. This is correct however when an invoice is still outstanding but has had payments made against it the statement should show the original invoice and its payments until its completely paid so the customer ...

Registers may contain record collections, which in turn contain elements we want to edit. Currently, the group/batch edit option does not work with record collections. It would be great if the bulk editing option could be used on record collection...

I understand that certain elements of the SEND Register within Student Registers need to be hard coded for the Census etc. However, I would like to add additional sections and have some of the flexibility around what is visible in Overview as ther...

For example, we would like to upload the same swimming rota to a group of our swimmers. An alternative would be allowing hyperlinks in textboxes.

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...

In most other modules, the current date is either highlighted or pre-populated when selecting from the date picker. It would be a very useful quality of life improvement if this new module had the same functionality.

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

Customers (and me) are finding it really irritating to have to constantly resize column widths to be able to read screens / column content. For example within enquiries, maintenance using administration etc.