Ideas

Management Accounts Report The Account indices are required fields for those transactions/values pull through. Could the report flag this / highlight any missing accounts due to blank account indices when running?

Remove 'Account Required' when using Nominals that have no Ledger link, therefore there is no Account available to select

Include in Budget Check needs to be ticked for all nominals that you want included in the Budget Check when using the Ledger Account mode However this is not very easily identifiable, when clicking the Budget Check on a PORD, could the Budget Chec...

At the moment we can only get reports on each school site. As this is a MAT tool I would like a KPI issues report that pulls all school data together. This can be done with the compliance, so an issues report would benefit too.

In V6 there were far more search options available. It had the ability to search the purchase ledger for a suppliers by title, account, postcode, town, address, county, country, contact, telephone, email address, bank sort code and bank account nu...

As part of the recent update on 10 January 2025, new fields have been added to the Contact Details screen to capture contacts nationalities, languages and preferred language. We do not collect or store this information, and would like the option t...

Adding this feature in would enable teams to be responsible for activities rather than named individuals and if it was possible to show who had reviewed or actioned items this would also be useful. Issues are rarely dealt with by one person. At th...

I would like to request if we could please allow users to upload documents in the system in bulk to make the process more efficient. At the moment, staff has to upload consent forms, certificates, etc one by one which takes up so much time.

The ISI inspection requires us to keep childrens' previous addresses. It would be helpful to have a field in Student Manager where these could be added rather than having to create additional 'dummy' contacts to hold these.

It would be good to have an import option for Student Manager to enter data in bulk. For example, for the newly admitted students, every year, we need enter their emails address one at a time. Considering doing this for 300 students every year whi...