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PINNED Gathering Feedback - Bank Account De-activation
We’re proposing the ability to deactivate bank accounts within the system, helping finance teams better manage obsolete or inactive accounts without compromising historical data. Currently, all bank accounts remain available for selection in trans...
PINNED Gathering Feedback - Integrate various Journal Types with AP & AR Ledgers
We’re proposing a major enhancement to journal processing by integrating key journal types - such as accruals, prepayments, deferred income, and deferrals - directly with the AP and AR ledgers, enabling full alignment with customer and supplier ac...

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Communication EMail Categories for parents portal

We wanted to inquire about the possibility of changing the email communication categories in parents portal modul from the current school division format to (forms). See attached file.
Guest almost 3 years ago in Parent Portal 0 In Discovery

School Data Sync set filter

School Data Sync works really well to bring sets and pupils into Microsoft 365 and create all the necessary groups. However it is currently all or nothing. It would be really useful to have a way to filter which sets are synced with SDS, perhaps b...
Guest almost 3 years ago in Teaching Manager 1 Later

Security around the Notes and Comments tab - so confidential notes can be only viewed by authorised staff

Currently if someone can see Pupil Profile then can see Notes & Comments. We would like to store very confidential notes about pupils in this area. Which means we would need to be able to put security settings around them. But this is currentl...
Guest over 4 years ago in Student Profiles 1

Ability to change displayed Custom Fields and the order presented

I'd like to move around the order of my BASIN custom fields - I'm told this can't be done. I'd also like to change which 'sections' are presented under the School tab, e.g. we don't use the 'Future School Details' section but it can't be deleted a...
Guest over 4 years ago in Student Manager 0 In Discovery

Expand the Group by functionally to include further sub groups when selection Admission Year to include year group.

Addition of further Sub Groups to Group By options of Admissions Year Filter When using the functionality of the Admissions Module to identity Applicants Status by group it would be useful to add a further filter or even sub group to group that ca...
Guest almost 3 years ago in Admissions Manager 0 In Discovery

Using UPNs on upload templates

A download template produces a list of all the names of students on each subject tab in accordance with the way they are allocated to subjects/classes in Teaching Manager. I have had occasion when I have had to remove a number of students from a l...
Guest almost 3 years ago in Online Assessment System 0 In Discovery

Contact Pupils' Teachers - include tutorial teachers

Can we include the pupils' tutorial teachers as well as curriculum teachers?
Guest almost 3 years ago in Student Manager 2 In Discovery

Pupils allocated to Tutor, Houseparent and Headmaster should be determined by subject allocation

We presently report on one half of a year group based on which exam board they are sitting with (which we can do by subject). Unfortunately, we then have to manually exclude the rest of the year from tutor, house and head allocations as there is n...
Guest almost 3 years ago in Reports Manager 0 In Discovery

Flag for prolonged absence

If there was a way to have a flag that comes up after a pupil has been off for a select amount of days it would make it easier for staff to be made aware of prolonged absences.
Guest almost 3 years ago in Registration Manager 0 In Discovery

Allocate/Exclude via Stream/House

Students should be able to be allocated or excluded to report cycles via their House or Stream. For schools with separate curriculums, this is vital.
Guest almost 3 years ago in Reports Manager 0 In Discovery