Ideas

It would be very useful to be able to set a default Severity Level, in the same way that a default "Concern Status" is set.

It would be extremely useful to have the ability to bulk import purchase orders for all our known contracts/utility charges etc.

Customers used to see a report at the end of doing bank reconciliations that confirmed what they had done during that reconciliation. This is no longer available and in its place is a link to the reporting suite. Whilst this is useful they want th...

Currently the Wellbeing Wizard bar the first screen where the details of the concern are entered. Often staff are adding a lot of details and text into the box. However I have had many complaints that staff are loosing their entries, which would b...

We have different types of flags for different lists pupils are on so this would be really useful

Generate Chase Letters via the Emailer suites. Time consuming to generate, save within the cloud, copy locally to then email out. Would be great if we could email these out from within the Document Emailer suite.

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...

The subtotals should be bold, to make them easier to see in the report. The totals description needs to be left aligned - it looks messy. There also needs to be consistency in the reports with (1500.00) being red instead of sometimes black.