Ideas

Is it possible to set all searches as all periods as a default, we spend hours searching the purchase ledger and everytime we go into it, we have to change the settings to be all periods, could this not be the default setting, across the board for...

We have been working on our 'documents' section of Every Compliance and have a suggestion that would make things so much easier if it could be done. Each time we want to change a policy, we have to download it, change it and then reupload it. If t...

Is there any plans to incorporate a Direct debit collection module into Accounting, its more of a wish list at present but parents are asking more and more if we can set up direct debits at the moment we encourage them to set up standing orders. I...

Is it possible to flag Non order invoices on the system to a named user in their locations workflow. We are finding that we need to monitor non order invoices and bring schools to task over them, but by the time they are in a BACS its a little to ...

when uploading multiple files to a task it would be beneficial to have an option to drag and drop files or allowing multiple files to be added at once to a task. This would save time for the user.

Be able to create a group of documents to be able to assign them to user groups. Such as staff handbook to be read and agreed by all staff each year. It will save having to assign each document individually.

Please can we request that another level is added to the Status drop down list in the Update Activity tab as follows: Done, awaiting remedials (please colour amber on reports) Please can we also request that: Done, awaiting report - (could be chan...

Hi In Version 6 there is an option to add the Location Column in any of the detail equiries and favourite reports. This is not available in version 7 and so unable to provide the accountants with the Trial balance by Location and have to use versi...

It would save time and be helpful for the pop up screen to display the Document Number assigned when posted. At present, a Document Search needs to be run to identify the number.