Automated return of deposit on leavers final invoices
If the leaving date or term of a pupil was able to be entered into iSams/Fee Billing and Fee Billing then knew that any deposit registered as being held needed to be added to the final bill for that pupil, it would be much more efficient and need ...
Option to mark General Ledger Accounts as Inactive
In our previous system, we were able to mark General Ledger accounts as "out of use" (inactive) to help maintain and declutter the general ledger. It also ensured no subsequent postings were made to the account. My current understanding is that th...
It is currently not possible to view UPNs in Admissions Manager. It would be preferable to be able to view (and edit) this filed from Admissions Manager rather than having to go to Pupil Manager.
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.
Contact Pupils Parents/Guardians feature on Student Manager Wizard Bar
I have received some requests from our staff for a "Contact Pupils' Parents/Guardians/Contacts" feature in the Student Manager Wizard Bar, just like we already have the "Contact Pupils' Teachers", but instead one for contacting their parents/guard...
Once a parent completes the electronic form on the Parent Portal, the form automatically gets added to their Pupil Manager record as a Document. Ideally the fields would also pull through to their profile as well (i.e. if using it as a consent for...
Cloud Portal Dashboard - Ability to rearrange features
It would be useful to be able to re-order the features of the Dashboard. There are times throughout the year where we'd like to make key messages to parents more prominent and therefore move text sections to the top of the page to catch their atte...
Display recent School News and Documents on the Dashboard (Parent Cloud Portal)
It doesn't seem possible to display recent School News and Documents on the Dashboard of the new Cloud Parent Portal. This is currently available on the old Parent Portal. please could it be added to the Cloud portal.
This would be useful if we could do bulk refund of deposits held for leavers- especially at the end of the year when we have lots of Year 13s leaving. This was something we could do as a bulk thing when we used PASS Thanks