Ideas

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

Adding back in the favourites bar would allow access to commonly used functions within PS Financials which works really well in version 6, saving a lot of time and allowing the system to be altered by user for their own preference

In version 6, there is no limit on rows when running account enquiry.This aids reports that are needed during year end to supply to auditors and when reviewing our main purchase ledger. It would reduce time taken to run reports and changing period...

On version 6 there is an option when running the TB to exclude zero balances when running the TB, this isn't available on version 7. The option to exclude zero balances is useful to reduce run time and cleanse reports within the system, rather tha...

Currently when a form is sent the parents are sent an email which begins: Dear (surname). This looks quite unprofessional and we would like to either change it to include the salutation first or change it to parent/carer.

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

When creating a form that will be used across more than one school, Prince Regent Street Trust would find it really useful to be able to share that form with other sites instead of having to create multiple forms for each school.

As a school we use forms all the time, however we cannot schedule them and parents complain that they missed out on opportunities because it was during their work hours (which is also our work hours) - scheduling forms would help this issue!!

We have to submit a days to pay report to the DfE on a 3 monthly basis, and to get to that report we have to combine all payments made in a set period, however we also have to include disputed items, which is on another report, and combining the t...

Duplicate Invoice number across locations. Currently the warning only appears when the same number if used on the same location. If this could flag across locations that would save duplicate orders being rasied.