Ideas

Once the PO is approved, having an automated PO send option for all approved POs would be beneficial to save time and prevent human intervention, allowing for missed communications

Is there any plans to incorporate a Direct debit collection module into Accounting, its more of a wish list at present but parents are asking more and more if we can set up direct debits at the moment we encourage them to set up standing orders. I...

Is it possible to flag Non order invoices on the system to a named user in their locations workflow. We are finding that we need to monitor non order invoices and bring schools to task over them, but by the time they are in a BACS its a little to ...

The following areas require the user to tell the system who they are each time they make a submission. While on the odd occasion they might be submitting something for someone else, so the ability to change the selection should remain, the lack of...

Duplicate Invoice number across locations. Currently the warning only appears when the same number if used on the same location. If this could flag across locations that would save duplicate orders being rasied.

It would save time and be helpful for the pop up screen to display the Document Number assigned when posted. At present, a Document Search needs to be run to identify the number.

When concerns are updated as staff may have further information the only way of knowing this is by continually going into the concern and checking. It would be ideal if each time the concern was re-saved that it sent another notification (at least...

Screwfix - The site managers across our 20 schools are asking if this can be an option.

When working with concerns and indicators it would be useful to have the pupil's tutor group (form) displayed in the top heading, rather than having to go to the overview first. This would make it easier to set visibility and actions. Currently on...

Adding back in the favourites bar would allow access to commonly used functions within PS Financials which works really well in version 6, saving a lot of time and allowing the system to be altered by user for their own preference