Ideas

All the other fields are pulling through to the authorisation email and would make it easier if we could include room or even add custom fields to email templates

in V6, you could restrict access to users being ble to move documents from reg to books. theres no way currently to restrict the Move button on REG documents (under Documents - Register Documents)

I would love a cashflow report that finally works across financial years! A one month cashflow forecast isn't the most useful

Some laptops when connected to accounting don't connect properly with regards to the screen size that show through the remote desktop/gateway. Iris advised to change resolutions on main laptop after logging in, but this isn't a fix/don't sometimes...

As we can upload personalised Student files to the document section of the Parent Portal if we identify each file naming them with the school code, it would be great to do the same when emailing parents, attaching a personalised file to each email.

When completing statement reconciliations, customer wanted to view the opening and closing balances as an extra check that the reconciliation is as it should be.

In PSF v6 and earlier, it was possible to run an account enquiry at an ‘as at’ date. This was useful if you wanted to see – for example – which invoices were outstanding at the end of a month which had subsequently been paid, or which transactions...

Be able to use an emailer to select multiple debtors to chase up outstanding payments. It could work by a list of debtors comes up and from that list a number of them can be selected to receive a chase letter at levels 1 and 2. Level 3 could be pr...

I understand that the opt out/in function for the notification via email subscription is only available for selected modules which excludes news manager or bulletin. We feel that email subscriptions for news and bulletin will be very useful for pa...

Timeline tab within a project is like a GANTT chart however currently it lists bars by alphabetical by title. it would be better to list the items by date order i.e whichever has the first due date is the furthest left and the righ hand dates are ...