We have a few instances where a new pupil is initially marked as accepted and so has fees and other charges added to their account. They then subsequently decide not to come and are marked by Admissions as withdrawn. We have noticed that the fee c...

Make it possible to archive old emails. At the moment you can delete correspondence older than some number of days. But there is no "Archive" option. Also it would be good to have some further criteria of which emails to archive based on who there...

It would be useful to add the pupils admission status to fee billing under the single pupil view summary when hovering over a pupil. This is useful if a pupil is duplicated as an applicant due to a new record being created when they accept and it ...

Within the control panel it is possible to see the login history for a user. That login history will indicate whether they were successful and, if not, what the issue was. One of the problems a user may encounter is that they have tried to log on ...

On loading fees and disbursements, it is possible to make specific fees and disbursements reoccurring for the whole or part of the year. However, once the fee or disbursement has been applied, it is not possible to make it reoccurring. It would be...

It would be helpful to have the option to more easily remove recurring charges from a leaver.

It would be helpful if we could specify an end date for recurring charges on import batches as we use these for new joiners' charges.

At the moment we have to manually amend the account details for all leavers when refunding their security deposit.This is time consuming when we know that all Upper sixth form are leaving by default. A system that enabled us to automatically refun...

I am modifying 300+ User Account Properties, and currently have to do this manually. It is taking ages. I want to do this in bulk, where I can set the following for all/groups of users:- Authorisation (= Active Directory for all)- User Group- Secu...

Currently we can set a charge as a fixed amount or percentage but our pre-school pupils are billed per session. If you added an individual session rate to the money details when setting a charge this could be used to calculate a total charge for f...