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...

There has been a request for the SCR module report to provide a more concise / reduced report. The customer has provided the attached as an example for future developments.

The DBS issue and expiry date can be populated in the pre employment tab of the employee record. Please can you think about adding at least the expiry date as a column to the SCR report. . This is the report I would download for an OFSTED inspecti...

Could we add the TB onto the Creditors/Debtors report? Makes it easier to compare the 2 at month/year end

It would be helpful if we could set permissions so that some admin / reception staff can see who is on the Single Central Record, without being able to see the details or the reports. If we give staff access to the details page, they can also use ...

Easier to use allocations menu, the current drag and drop is a bit strict where if you drop in the wrong place, it will start a fresh allocation.

MTD types in analysis fields of VAT Account, could it also put this on the docs inside the vat account? Gives easy access to confirm when a document has been included in a VAT return