Ideas

Add a hyperlink on the document side to a quick search function, letting users search by value, description, date, or document number if they cannot see an expected document rather than having to come out of the bank rec page.

Improve the supplier refund process by allowing direct unallocation of payments from invoices, without having to fully cancel the original payment. Could add Warning – undo allocation with remove Paylist stamp.

Add a hyperlink in the invoice selection screen to the 'document not showing on paylist' report that auto-fills the payment run details, so users can find why an invoice isn’t showing, without having to come out of the payment run

When viewing all a specific pupil's concerns (Wellbeing Manager > Manage Records > Pupil Name > Concerns) it currently only displays details of the Concern; viewing details of all the actions and their outcomes is either time consuming (a...

It would be very helpful for us if indicators could be created for medical centre visits. This way, the head of sections wouldn't have to check the medical centre area separately but would be informed via the wellbeing manager indicator if a stude...

Prince Regent Street Trust would like to be able to filter parents by reg group or year group. For example, if inviting particular years groups to an event when a response is required.

Hi, we have gone to complete our 6 monthly payment practices report for the DfE and the report has now changed and asks for the 'Value' of payments made between 1 and 30 days, 31 and 60 days etc rather than the number and % of payments. The PSF re...

It would be beneficial to have the opening and closing bank balances whilst reconciling the bank account rather than just a 0.00 balance.

One of my colleagues has noted that as we are using wellbeing manager more and more it is becoming increasingly difficult to identify the concerns that are relevant to him in a timely manner. He wondered if it would be possible to add filters on t...

It would be nice to have a "dynamic" visibility group which includes all current teachers / tutors / housemasters etc of a pupil. So as pupils move through the years, their current teachers can view these types of wellbeing concern. Alternatively,...