All ideas

A feature of being able to identify who has performed a reconciliation on the bank would be useful. Similarly, would be useful to see who has performed an allocation at the account level.

A function which the new cloud parent portal appears to have removed is the ability to view an on-screen version of reports/assessments. This function is incredibly useful in the event of an issue with the PDF print template. We also often allow a...

To show what courses are mandatory, who is outstanding for completion, what courses are due to expire etc - a clear overview of training in the same way that we can quickly see school complaince with documents.

Be able to filter a User group and a list be shown of all documents distributed to that user group. The same for training & CPS module also

There is currently no way of quickly seeing who the assignees are of a particular Approver Tag unless you go through each employees record to find if they have the tag or not which is very time consuming. It would be great if we could click select...

I use ODATA link for reporting regularly, it is the most efficient way for me to update our management report. However, there is currently no ODATA link for Fixed Assets Register, and the new Approval Workflow Listing. Both of them will be very he...

In the audit trail it would be easier to determine who/what made the change by seeing the Client Name rather than the ID. See attached screenshots for more detail.

It would be very useful if the timetable will update with the primary teacher when you update the teacher for a set in teaching manager.

To enable auto-notification via email to designated staff when a Leave Form has been submitted by parents via the Parent Portal. It should include configuration for user to choose - designated tutor, subject teachers AND add designated staff, e.g....

It would be useful if the audit trail started with the date that a prospective student record was added to the system, currently the first record in the audit is whenever a field is updated, not when the record was created.