Ideas

It would be really helpful for the document preview window to be available when entering debit notes as it is when entering invoices. Currently you need the document on a separate screen to have the information available to enter.

With the help from AI, would it not possible to map the Countries in Global Lists automatically for the CTF, DfE and ISC fields, rather than mapping it manually.

The Extended Business Analysis reports only have the option to compare to budget. For effective management reporting, comparatives to both budget and prior year are required. Can we please include the option for prior year comparatives. (Please no...

Please could we be able to clone a user so we can login and see what they can? This would copy all module granular permissions as well as Security and User groups. We can safely delete this temporary user after investigation without compromising t...

It will be very useful to be able to upload documents to a pupil's record in the fee billing module. For example, we have Direct debit mandates or parent's communications with account's information that we would like to upload in this module which...

A notification on the dashboard/home screen advising when the system has been updated. When running reports and balancing accounts, we currently have to refresh grid which doesn't always update the current transactions or go to general blue tab, G...

We have 3 VAT control accounts; 1 purchase ledger, 1 sales ledger, 1 for adjustments. It would be helpful to be able to be able to match the HMRC payments on VAT to the these control accounts such that the balances don't keep growing.

Students' preferred names are important for our school. Since we are one of the international schools in China that use Chinese names for surname & forename, English names for preferred names. When our foreign teachers receive emails generated...

The ability to enter negative lines on sales item invoices would be extremely helpful. We require customers to pay deposits in advance before we raise the final invoice. We then need to show deposits paid being deducted from the invoice to show th...

It would be really useful if we could save a template email (or draft a new email) and have it sent out on a schedule.