Ideas

Please add 'Create an Indicator' option to the Wizard Bar. This would ideally be in addition to the 'Create a Concern' option that is already there. Thanks

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 ...

When part paying invoices a new SI line is created for the remaining balance but with the reference 'Part Pay ...'. This makes it harder to understand what is for what especially if more than one part payment is made against one invoice. When send...

Let me run you through our process: When a concern is logged, we DO NOT give the person logging the ability to assign visibility. This is because we don't want them to add in every person they can think of relating to the child, thinking that they...

If a concern is raised with multiple pupils, any update needs to be entered for every pupil individually. This can be very time consuming if there are lots of pupils who (say) happened to be bystanders. Can we create linked updates to what are eff...

It would be helpful if actions taken for student concerns are visible on the Wellbeing Manager: Student Overview - Student Timeline. This would allow teachers to efficiently track and review individual concerns and actions, without the need to nav...

In wellbeing manager, under configuration > manage visability groups> in a group the names are not listed alphabetically. Makes it really time comsuming trying to find a name to delete.

It would be helpful to be able to raise a document to allocate against the bank statement without having to lose the already allocated items and having to start again.Same as we could in V6.

We would like to order the visibility groups in Wellbeing Manager

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...