All ideas

Current Issue: Self-service users of the Time and Expenses module can submit expense claims using general names such as "September 2025 expenses" and also may group multiple expenses (e.g., food, fuel) under one claim. This creates challenges for ...

Return to Work forms and notification emails to be generated on the last day of the absence not the first. Schools are reporting that forms are being forgotten if an employee is off sick for a longer period of time. Generating the RtoW forms and n...

The Assessments & Reports Files section of the Pupil Profiles and Pupil Manager module provides a way to access copies of PDFs published to parents. When using the publishing routine in the Reports Printing module, PDFs are generated for all p...

Currently if someone is in a team they can be given permissions to see the absence calendar for other members of the same team, however this won’t allow them to see a team calendar focussing on absences for any direct reports (staff they line-mana...

Adding back in the favourites bar would allow access to commonly used functions within PS Financials which works really well in version 6, saving a lot of time and allowing the system to be altered by user for their own preference

In version 6, there is no limit on rows when running account enquiry.This aids reports that are needed during year end to supply to auditors and when reviewing our main purchase ledger. It would reduce time taken to run reports and changing period...

On version 6 there is an option when running the TB to exclude zero balances when running the TB, this isn't available on version 7. The option to exclude zero balances is useful to reduce run time and cleanse reports within the system, rather tha...

Currently when you set up grading elements in a report template the order they appear is fixed based on the order they are created. It would be very useful to be able to re-order the elements based on how you need them to present in the report wiz...

I would be useful that when staff leave and are archived that they can be automatically removed from the user groups they were allocated to.

If an employee record has ended but is linked to a pay range/pay scale. When a pay award happens the pay award uplifts the salary values of the leaver record as well. We have received feedback that a customer does not wish this to be the case and ...