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

At present when creating a purchase REQ the attachments that someone adds are not automatically carried forward onto a PO when creating this. This causes additional workloads to ensure you have downloaded the REQ attachments and then to upload to ...

Sometimes we have to look up a name of someone when we don't actually know if they are a student, a member of staff, or a contact. Some school MIS package have a single search field where you can type in any name, hit search, and then it will give...

The ability to tick a box and resend an email communication to a parent/student rather then having to go through the whole process again of sending it.

A the moment we can't CC or BCC anyone from outside the organisation in a bulk email (Reddm House) (via Student Manager). This is a problem as our Executive Head now has a new email address that isn't reddam.house, but raher inspirededu.com, but I...

Previously, when creating email templates in Student Manager, we were able to remove images that were no longer needed or uploaded incorrectly. Since the recent update to the image interface, this option is no longer available. It is important to ...

It would be great to add a separate permission set for Document Categories themselves. Currently the ability to modify and/or delete document categories is tied to other permission sets. For instance, documents within a category can have permissio...