Ideas

I would love a cashflow report that finally works across financial years! A one month cashflow forecast isn't the most useful

We would like to be able to create a dashboard that is relevant to our different groups of staff.

In the latest update of v7, the "reconcile" button has disappeared and where it used to bring you up a reconciliation report showing the balance in the bank and the balance in the books, you now have to manually go into the reporting suite, fill i...

Could the Reconciliation tab be reinstated for bank reconciliations? While the ability to match and save transactions is useful, it does not display the closing balance of the bank account. Currently, to view the bank reconciliation, you have to e...

Can you look at enabling 2FA by default when we create staff/parent accounts or at least having the option to do so. Thanks

'User List View' lets you filter the type of user accounts shown, but there is no way to view which users have 2FA enabled without going through the users 1 by 1. (or writing an SQL query that looks up blnTwoFactorAuthenticationEnabled = '0' in th...

When creating users like Parents or Pupils, it would be great to be able to filter by Never logged in. Even better, if once filtered, you could then output as a list.

Currently every user has to manually input the report server / report template / smtp settings. When granting a user access to the emailing suite, could admin have the option to 'copy settings from' another user?

Currently if an invoice is started to be processed as a PI, and a subsequent order number is spotted, it has to be cancelled and the data entry has to start again on the purchasing suite. It would be much more efficient if there was a single input...

I would like to create a payment item with two options to tick - eg size and colour. This is for our leavers hoodies - we have to set up a form with size and colour, and then a seperate payment for the hoodie price. This usually means that a paren...