Ideas

As part of the recent changes to report publishing, once you have published a report and sent it to the parent portal, you then have to tick a box to make it visible to parents in the portal. This seems a retrograde step to me. Why would you publi...

Add a warning when reconciling a statement with a document in a different month, alerting the user that this may cause an imbalance in the bank reconciliation report as of that date.

Add a hyperlink on the statement side to search bank statements by descriptions, values, and dates without having to come out of Bank Rec page to find statements that may have been reconciled already.

Introduce a media approval stage after the payment run approval, so if the bank rejects the media, the run can revert to a draft stage for adjustments, rather than having to cancel payments and start again

We would like to be able to schedule the release of reports to parents via the Parent Portal. This could be because: There are a number we want to go out simultaneously We want them to go out at a time after the school day We want them to go...

Duplicate invoice checker should check POINS against PI's and Vice Versa to avoid paying the same invoice twice.

Feedback from Roadshow - The 'Do you want to see allocated items' screen is not needed/used and provides an additional step in the process

The most recent update to Report Printing has changed the process for generating and publishing reports to the parent and student portals. This is fine but as part of this change the function to generate a zip of reports in pdf format has been los...

It would be great to have the option to re run reports for individual pupils rather than having to re run a whole year group when only one pupil's report has been amended and needs re publishing.

Once the PO is approved, having an automated PO send option for all approved POs would be beneficial to save time and prevent human intervention, allowing for missed communications