Ideas

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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?

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

Student's display name in Portal would be better as Forename not Preferred Forename. Preferred forename is okay for use in school by staff but parents do not want it to appear as such in the Portal.

With the old parent portal you could mimic being a particular parent which made it really easy to troubleshoot issues. It doesn't look like it's possible the new cloud portal which means we are having to go back to parents and ask them for screens...

It would be really helpful if parents can update their own contact details directly on their parent portal, which will then sync with the student manager module, rather than filling out a form which then we have to manually update their record in ...

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

Can the confirmation of payee also check the Supplier account, it is checking the Bank Details for, matches the Bank details account? E.g. Supplier Account: ABC Company = Bank Details title: ABC Company

Currently if there is some file matching criteria error, the rename files feature does not work. Solution is to remove/delete the files that failed at file matching, go to previous step and come back to this step. Then the rename files feature wor...

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