Ideas

Please can the 'committed' spend figure be available as an option to add to the GL, General Ledger Accounts page & the 'Balance Available' too? At present, to see the exact figures, we have to run a report for each GL Code. To have them all in...

It is frustrating that when a payment item is set up for instalment payments, parents can still pay after the viewable to date.

I'd like to be able to select all the Payment Alerts and Accept them in one go

This would be useful for us to be able to have donations collected during red nose day go directly to comic relief

Let's say you've got detentions at the end of the day. Having the workflow run during the day would facilitate attendance on the same day as opposed to the following one. Some indicators ideally need same day action and currently these aren't appa...

Our Finance Executive with invoice generation role does not need to access the configuration screen. The configuration usually will be done by IT so it will be beneficial for access control purpose to segregate these functions and can be assigned ...

As with email, where you can email the specific teachers of a child automatically, it would be really useful if notifications about a record of concern in Wellbeing Manager went directly to the teachers who teach the child. Teaching staff are gett...

Option to Bulk update the status of Wellbeing concerns.

Please may we suggest that the Bulk Payment Batch Number be increased from 6 Alpha Numeric digits to at least 10? We use the date of the Bulk Payment run to identify the Bulk Payment, however, sometimes we do 2 or 3 different runs on any one day &...

Creating a Search bar with Surname / Forename under Wellbeing Manager Dashboard Overview tab would help for a quick search to have the required pupil rather than the whole list. The search bar could go on the left hand side above the word 'student...