I want to request that when we invoice an item - that we are able to add a note/date against that item we currently have 1 product set up with 5 options which we use weekly but it can get confusing for parents that dont pay invoices weekly to know...
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
Only allow staff to open their own notifications, not everyone elses
Hi teachers are missing replies off parents in parent messaging as they are not getting notifications when parents have replied, I imagine this is because lots of staff get the same notifications and may open them first and then the teacher who sh...
Document Emailer - Automate PO sending when approved
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
Let us choose which pupils' data we share via REST API
We are setting up an integration for a system to be used in the boarding houses, via a REST API. As you can imagine, none of the babies in the Nursery are boarders, so we don't want to let Reach see their data. We like the Pupil Filters tab that e...
Global Lists - Allow mapping of fields for CTF, DfE and ISC modification with REST API
For the fields which require mapping to CTF, DfE, ISC, (e.g Nationality) update the Post / Put Rest API calls to allow updating of the mapping's required. Currently the Rest API only creates the object, but doesn't do anything with the mapping.
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
In version 6, there is no limit on rows when running account enquiry.This aids reports that are needed during year end to supply to auditors and when reviewing our main purchase ledger. It would reduce time taken to run reports and changing period...