Ideas

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...

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 ...

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...

When a User has left we are unable to stop them from appearing as available approvers against accounts. Setting security No_Access. Access level 9, input allowed 'No', Z_LEAVERS user group, Not active and removing them from the Key List of authori...

Option to Bulk update the status of Wellbeing concerns.

Please can it be designed that documents can be uploaded to life events in well being manager, this can be done in concerns, however there are life events which require documents being made and there fore it would be handy to be able to upload the...

When you select a ledger or nominal, the cursor doesn't auto-select the search box anymore? Can this be re-added?

No icon indicating there is an attachment with concern entered on Wellbeing Manager ; no quick icon either after clicking the pupil's name. Knowing that an incident recorded has an attachment along with it should be more intuitive rather than user...

Customers (and me) are finding it really irritating to have to constantly resize column widths to be able to read screens / column content. For example within enquiries, maintenance using administration etc.