We’re exploring the introduction of a General Journal Approval workflow to enhance control and oversight in the journal entry process. This potential feature would integrate general journal transactions into the existing workflow approval engine, ...
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Gathering Feedback - Allow allocations in a closed period
We’re proposing a refinement to our period control logic to allow allocations in a closed period, with restrictions applying only to FX-related allocations. Currently, all allocations are blocked once a period is closed, limiting flexibility for u...
Permissions for Staff Notes (as already implemented in Pupil Manager for Documents)
The notes area of HR lacks any security permission at an individual note level. Something similar to the category based security permissions as found in Pupil Managers Documents would work well here. It feels like a bit of a large oversight as the...
Ability to add drop-down fields and ability to link these to global and built in fields. In theory you can achieve this with radio field but it takes a long time with longer lists and looks extremely messy. (Eg. Nationality, Language, etc.)
View a timetable at an earlier date in the academic year.
We have had students change/drop subjects and also changes to teacher's timetables. It would be really useful to have a date option, to roll back to an earlier date in the academic year and view their timetable.
There are a few bugs in the admissions portal and it would improve the proespective parent experience if they could be resolved. 1.) When moving from enquiry to registration there are some weird little lookup errors - Under Parent details a blank ...
When you go to delete an exam programme or option from the Exams Manager module, you get a pop up warning message. (Example attached.) This message appears regardless of whether the programme/option has any entries or results attached to it. In ot...
Emails via wizard to record in student notes section
When sending emails via the email wizard, it would very useful to keep those records in the student notes section to keep all records together and easily accessible/viewable
When proofreading, and editing are turned on, Reports Wizard only allows the editing of the comment. It would be useful if the proofreader could edit any erroneous grade (eg. A, B, C, D) or judgement (eg. Excellent, Good, Average, Poor) fields.
Some of the tabs, dropdowns and sections within the recruitment checks area of HR Manager are not applicable/redundant.It would be great to be able to remove some of the irrelevant parts to simplify adding new staff and any reports the HR departme...
Automatically Update Username in Parent Portal when Contact email address is changed
When a parent email address is updated in Pupil Manager, please could thier username in Parent Portal also be updated as we currently have to do this manually at the moment.