Ideas

Add a warning when reconciling a statement with a document in a different month, alerting the user that this may cause an imbalance in the bank reconciliation report as of that date.

Add a hyperlink on the statement side to search bank statements by descriptions, values, and dates without having to come out of Bank Rec page to find statements that may have been reconciled already.

Introduce a media approval stage after the payment run approval, so if the bank rejects the media, the run can revert to a draft stage for adjustments, rather than having to cancel payments and start again

Duplicate invoice checker should check POINS against PI's and Vice Versa to avoid paying the same invoice twice.

Feedback from Roadshow - The 'Do you want to see allocated items' screen is not needed/used and provides an additional step in the process

"If a teacher has used the Download & Upload functionality in Reports Wizard, they will be able to mark a report as complete, despite not entering a required grade or comment. This is because there is no validation process for the Import Sheet...

Once the PO is approved, having an automated PO send option for all approved POs would be beneficial to save time and prevent human intervention, allowing for missed communications

In V6 there were far more search options available. It had the ability to search the purchase ledger for a suppliers by title, account, postcode, town, address, county, country, contact, telephone, email address, bank sort code and bank account nu...

Teachers currently have no way to identify SEN pupils within their teaching sets because: SEN Type cannot be added to the Wizard Export for Teaching Set Lists. The SEN Register – Support report does not include teaching sets. Register flags/...

Currently, the View As drop down list in Reports Wizard and OAS includes all staff, including non-teaching staff and those who are not eligible for submitting a report in the selected cycle. It would be great if this could be pared down - ideally ...