All ideas

For the purpose of checking supplier statements please include transactions allocated but not yet approved by Budget holder

We would like to add this to our power bi dashboards set up by a third party.

Currently potential duplicates are only detected if Forename, Surname and DOB match exactly with existing records. Would it be possible to use fuzzy matching to widen the criteria to account for spelling mistakes etc?

Ability to attach a file upon creating a document via Document Input. Would save users going back into the document to attach the file. If this function could additionally work in the same way that Purchasing works where the attachment is copied/m...

At present, there isn't an option to manually sort the order of which the invoices appear on the Parent Portal. Ideally, the latest cycles should appear at the top, which is currently not the case. Using the date options don't either have any affe...

Currently, the missing report option in Report Manager/Cycle Manager only identifies missing subject or Tutor reports. It would be useful to enable visibility of other report types assigned e.g. Activity, HoH, Headteacher etc. Currently gaps can o...

It would be incredibly useful to be able to send individual emails from eg Medical Centre to inform of medication taken or doctor visits made. When there are 10 emails to send with individual and personal information, using the wizard takes an abs...

To personalize an email, a particular individual field i.e. name may be wanted to be included into the subject name. Unfortunately fields in the subject are currently not supported.

Each year, we continuously connect and disconnect sets based on our requirements. If we could have a year group where all the sets are displayed together, allowing us to link and unlink them by simply checking or unchecking boxes on a grid, it wou...

Hello, once a R&W is marked as resolved. Could we have a feature to allow an email notification workflow to let the relevant staff know the whole process has been completed.