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 transactions, payment runs, and reconciliations - even if they are no longer in use. With this enhancement, users will be able to mark a bank account as inactive, which will remove it from selection lists across relevant processes while preserving all past transactions for reporting, audit, and reconciliation purposes. This will reduce the risk of incorrect account selection, streamline bank dropdowns, and improve control over active payment channels within the system. Reactivation will remain possible if the account becomes active again in future.
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.
This would be a really useful feature to add please Kim. Much appreciated.