Ideas

Enable the system to automatically send notifications to relevant users or user groups when a task is created, updated, or completed. This feature will ensure that users are promptly informed about task changes without needing to manually check th...

At the moment, you only see document number, date and who entered invoice to the system. It would be useful to see supplier name, date posted & link to invoice copy on summary screen. Thank you

Could YPO be considered as a supplier for punchout?

Audit trail showing I created a task to create an SCR record I have significant concerns that your system is creating an audit trial which states that I created something I didn’t. This is inaccurate, misleading and just not correct, which under...

The ability to manage pages at MAT level and view analytics & ofsted compliance in a summarised view for the group.

Once an order is approved it cant be amended. If an order is raised against the wrong nominal code this creates a commitment against the wrong nominal code and wrong budget line. This cant be corrected while the invoice has been received. Can cert...

When we raise a REQ we can add an attachment but when we convert that REQ into a PORD the attachment is not carried forward onto the PORD. We use this for quotes etc. What we would like is for this document to appear at every stage up until INV. A...

Currently schools cannot do partial refunds and are ONLY able to refund against transaction lines - feedback has been that this is a relatively rigid model, especially with partial refunds not being available.

It would be useful to be able to send a message to all users when they log on to the system, for example "Order Deadline is XXXX do not enter any orders after this date" Messages could be added/removed or edited as and when required.

When orders are created it would be useful to have a service option, which would indicate that a GRN is not required. For example professional services, exam fees, recurring invoices for leases etc. This would reduce the time taken to process invo...