Ideas

There should be an option such that a change in the registered office of the customer will automatically update for every individual client

There is no 'performance dashboard' to view for users with standard access. If user have access for the school profile and can update activities and issues, they should as well be able to see their school performance chart.

We would like to be able to set up an automated reminder to be sent to prospective parents a few days before their visit.

Screwfix - The site managers across our 20 schools are asking if this can be an option.

Banner

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

Similarly to how the Cancel Payment function works, could there be a identical function for supplier refunds, where it creates a Supplier refund document instead of a cancelled bacs/cheques document?

When an enquiry or registration form is created the schools option is automatically created. This is not a configurable settings. The schools option allows parents to select a school name from one on the list. However, if the school isn't on the l...

We have an online registration form. Once submitted, a message appears saying that the form has been succssfully submitted. We would like to amend this message to include what to expect next. At the moment this is not possible.

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