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 ...
Be able to create a group of documents to be able to assign them to user groups. Such as staff handbook to be read and agreed by all staff each year. It will save having to assign each document individually.
Facility to add item to Status field of an Activity and colour coding changes
Please can we request that another level is added to the Status drop down list in the Update Activity tab as follows: Done, awaiting remedials (please colour amber on reports) Please can we also request that: Done, awaiting report - (could be chan...
New Features Pop Ups - Administrator Accounts Only
Please can pop ups notifying us of new features or enhancements be restricted to Administrator account users only. My concern with letting all users know about new features is that they start asking questions before myself as an administrator has ...
As we create many projects for long term, allow a box on the central projects list to only view "Live" projects. This would allow us to not only see just those we need to centrally, but also manage overall costs, allocations etc
When items are flagged in a checklist - they should automatically be raised as an issue. The only way I would know if a school has issues within the checklists is if I physically open and scroll through - not a great use of my time.
Master list supplier documentation shared across all property's
When safeguarding documentation such as DBS checks are added to supplier profiles it would be helpful for this to be shared with all property's. Suppliers are active across multiple sites and are having to send the information to each individually.
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