Ideas

Could the Reconciliation tab be reinstated for bank reconciliations? While the ability to match and save transactions is useful, it does not display the closing balance of the bank account. Currently, to view the bank reconciliation, you have to e...

We have a lot of locations and all the business managers and finance teams have access to all locations, this is leading to posting errors, because all nominals appear at posting, is it possible to create an error message if the nominal is not mat...

We have a long list of deposit types including registration fees. Some of these are no longer used and it would be useful to be able to set these to inactive.

Could we potentially have a flag check when setting a user as a Cost Centre Approver, to check if they have an approval limit / Holiday Approver?

We want to be able to create a charge sheet by subject which can be sorted by class and in alphabetical order. Currently the spreadsheet adds everyone in alphabetical order only. We also want the ability to add additional lines for the same pupil ...

Seems to have lost the ability to apply the budget check/enforce to a percentage of the total budget. Can this be reinstated?

You used to be able to see which users were under a user group in v7. However, since turning on the new security, this is no longer available. Could we reinstate this please?

Could we add the Access Level that's applied to a Period State when applying this access in the new security feature? As both are required to actually use the Period state, it would be good to have this in one place rather than having to go to the...

Often customers forget to log out correctly and rather than have to go to Self Service it would be good to have an option to close sessions down from the Active Sessions Screen

Why does the purchase ledger not default to all periods, when you do a search. Could this be set as the default search.