Ideas

Introduce a search function directly within the bank reconciliation page, so users can search/filter by value, description, or date, not just sort by them.

Add a hyperlink on the document side to a quick search function, letting users search by value, description, date, or document number if they cannot see an expected document rather than having to come out of the bank rec page.

Improve the supplier refund process by allowing direct unallocation of payments from invoices, without having to fully cancel the original payment. Could add Warning – undo allocation with remove Paylist stamp.

Add a hyperlink in the invoice selection screen to the 'document not showing on paylist' report that auto-fills the payment run details, so users can find why an invoice isn’t showing, without having to come out of the payment run

Hi, we have gone to complete our 6 monthly payment practices report for the DfE and the report has now changed and asks for the 'Value' of payments made between 1 and 30 days, 31 and 60 days etc rather than the number and % of payments. The PSF re...

Allow documents that have started in the purchasing module to be converted to different document types in the accounting module. We require any expenditure to be approved prior to purchase, whether it be credit cards, petty cash, student expense e...

Staff who have Write permissions on the calendar can submit calendar events via the Wizard Bar and Calendar Manager module. We also make use of the authorisation process, so that events that are added can be moderated before being published. Howev...

Adding a calendar event to the Parent Portal doesn't allow filtering by Year Group so that only parents of students in the selected Year Group do see the event. Currently, all parents do see all events, and many are not related to them so it creat...

Enhance the standard reporting functionality for commitment, old order, and Goods Received Note (GRN) reports to display both the Account Code and the Account Title, rather than only showing the Account Title

It would be great to able to see the Daily Bulletin in a Weekly format so that we could plan our week more effectively