Ideas

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...

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...

It would be useful to have an audit trail of by whom and when such things like VAT codes have been amended. It would assist in determining what it may have impacted etc

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.

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.

At present, there isn't an option to manually sort the order of which the invoices appear on the Parent Portal. Ideally, the latest cycles should appear at the top, which is currently not the case. Using the date options don't either have any affe...

Currently we are resubmitting invoices to teachers who have yet to approve their invoices, the system should start to remind them on an increasingly frequent basis.