To view just the current year's transactions within each general ledger account, you need to filter by the financial year. However, this only filters the current year's transactions and does not show the brought forward balance. Currently, to view the complete year's transactions (including brought forward balances) you have to run individual reports through report manager. This is very time consuming and an inefficient work around. Brought forward balances form part of the year's transactions and should be clearly identifiable as a transaction line within the general ledger accounts. Can this please be looked into.
Our school is extremely frustrated by the noticeable lack of progress on feature requests within this portal. Many highly requested enhancements have remained unaddressed for years, despite ongoing demand from users. This prolonged lack of development has led to growing dissatisfaction and concerns about whether customer feedback is being adequately considered in the product roadmap.
If other users share these concerns and would be interested in establishing an independent forum to discuss common issues, priorities, and collective engagement with the provider, please feel free to contact me directly at d.moss@hamptonschool.org.uk.