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

ability to include in a report what has been written in the individual absence details field (free text)

In the future can we look to discuss and implement a way to convert TOIL to GA/Sickness absences. Can we also look to block TOIL requests for certain employee's.

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...

We need to be able to unlink employees that we may have added to a particular Post ID by mistake (or just because they need to link to an alternative Post ID). We have had problems where we have had to raise a ticket for the back end team to do th...

At the moment, it is not possible to connect to the database from Google Looker Studio (the Google equivalent of Power BI). It means that we are tied into either purchasing Central or paying for Power BI user accounts if we want to leverage the po...

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...