Ideas

We have a few instances where a new pupil is initially marked as accepted and so has fees and other charges added to their account. They then subsequently decide not to come and are marked by Admissions as withdrawn. We have noticed that the fee c...

It would be useful to add the pupils admission status to fee billing under the single pupil view summary when hovering over a pupil. This is useful if a pupil is duplicated as an applicant due to a new record being created when they accept and it ...

Currently have to compose emails to parents, but it would be much more efficient to be able to send a reminder out from the system when required by the press of a button. customer is aware that items can be initially set up with payment reminders ...

On loading fees and disbursements, it is possible to make specific fees and disbursements reoccurring for the whole or part of the year. However, once the fee or disbursement has been applied, it is not possible to make it reoccurring. It would be...

Schools using childcare vouchers for balances spend a lot of time moving money manually between balances for parents. Would be beneficil if the parent can have a 'top level' balance that they can then split out between clubs/registers themselves E...

A button available in the Register Activity window and via the actions button of payment items to allow school to tick students, click a button and automatically have a pdf document produced and downloaded (similarly to how register reports automa...

It would be helpful to have the option to more easily remove recurring charges from a leaver.

It would be helpful if we could specify an end date for recurring charges on import batches as we use these for new joiners' charges.

At the moment we have to manually amend the account details for all leavers when refunding their security deposit.This is time consuming when we know that all Upper sixth form are leaving by default. A system that enabled us to automatically refun...

Currently we can set a charge as a fixed amount or percentage but our pre-school pupils are billed per session. If you added an individual session rate to the money details when setting a charge this could be used to calculate a total charge for f...