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
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...
Facility to create additional fields within the Every business activities.
If there was an option to create additional fields, for example activity specific instructions, sequence of works or any other relevant information, this could make the delivery of the activity more efficient.
Implement the ability to bulk change a list of activities to be marked as mandatory
Within Every Compliance, navigate to business - Activities- Summary and click into an activity. Within the "current activity" tab, you will see there is a check box to set whether this activity is mandatory. There is no current way to bulk amend m...
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.
Removing the option of completed - awaiting documentation
You should be able to, as MAT admin be able to turn this feature off, or if it is used then the activity should show in a completely different colour on the matrix.
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