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.
Option to make it compulsory to upload a document for a particular issue category
We have a category 'Events' and for that we want a form completed giving lots of details about the event so that it covers everything from furniture setups to letters required and refreshments needed. If a user selects the category event we want i...
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...
Master list supplier documentation shared across all property's
When safeguarding documentation such as DBS checks are added to supplier profiles it would be helpful for this to be shared with all property's. Suppliers are active across multiple sites and are having to send the information to each individually.
Cancelling B2 and B3 Document - we have 3 bank accounts B1, B2 and B3
We don't have a process for the handling of cancelling additional BACs documents such as B2, B3, etc. You'll have to undo the allocation and manually cancel the B2 or B3 document. I think this is a fundamental issue. We have the ability to create ...
When items are flagged in a checklist - they should automatically be raised as an issue. The only way I would know if a school has issues within the checklists is if I physically open and scroll through - not a great use of my time.
Changing an activity description at MAT level should also change at property level
We set our own descriptions on our MAT, if I were to change a description at MAT level. It doesn't take effect at school level even though they are mapped. This then means you have to go into each property and change each description seperately.
Document Emailer - Automate PO sending when approved
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
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