Ideas

Could the following merge fields be added for Letter Merging V2? Academic Year Period - like 2025-2026 Academic Year (short) - like 2025-26 Academic Year Beginning (e.g. 2025) Academic Year End (e.g. 2026) Academic Year Start Date (e.g. 1 Sep...

We would like the ability to exclude trips from the Budget Check so that we can switch on 'Enforce'. No budget is put against trips so 'Enforce' would then stop users from raising orders.

The Y/E or student enrollment year column as enabled from the user preference is not presently sortable.

When you follow the steps to cancel a bacs run in V7, it takes a long time as you have to cancel each invoice individually. You then have to journal from the payment run clearing account the difference between the original paylist and the amended ...

In V7 it is not possible to view attachments within a payment run, you need to view the attachment separately, such as from a document enquiry. Being able to view them or link through to them from the Payment Run selection would save a lot of back...

Frequently contacts have work, home, personal mobile and work mobile numbers. I can see no reason why we need to be restricted on the number of fields we could have per contact. The same is true of their home address, second address, holiday addre...

Currently, the label template is generic and doesn’t align with any common template that are available for purchase. Please can the option be available to upload templates such as avery ones.

The description field is not long enough - even if you press F8 for more detail to be added, this is applied to the whole document, not individual lines, and for sales invoices cannot be seen by the customer

We use the Custom Group Manager to set up trips for billing. The title of the group starts with the full date so that the list appears in calendar order. We can't see the full title without scrolling to the right. A wider column or the ability to ...

To personalize an email, a particular individual field i.e. name may be wanted to be included into the subject name. Unfortunately fields in the subject are currently not supported.