We’re exploring the introduction of a General Journal Approval workflow to enhance control and oversight in the journal entry process. This potential feature would integrate general journal transactions into the existing workflow approval engine, ...

The Missing Reports SSRS report is really good for looking at missing reports for Subject, Form Tutor, Tutor, Year and Head of House. However, we also set up reports for HOS and this is not included. This means that we have to go into each Head of...

We’re proposing a new feature that allows users to deactivate GL account codes, removing them from use in future transactions while retaining their historical data for reporting and audit integrity. Once deactivated, a GL code will no longer appea...

Currently a VAT description is mandatory when setting up a new supplier. Please make it mandatory that the VAT number is also mandatory or there is a drop down to select NO VAT number, it would save the person completing the VAT return for a large...

It would be helpful to be able to re order our routines under the Manage Routines tab in Portal Publishing. Currently they just seem to come up in the order they were created and as we have quite a few it would be helpful and tidier if we could gr...

We need to have the ability to review the audit trail for the approval process / cancelled orders as there have been instances where an order has been cancelled and we don't know who by / why. This would most likely be picked up by auditors and so...

Easier to use allocations menu, the current drag and drop is a bit strict where if you drop in the wrong place, it will start a fresh allocation.

It would be good if we could restrict users access to suppliers. For example a user set up to raise purchase orders, could the system give the ability to restrict the suppliers available for them to raise a purchase order against? This could reduc...

When SSO is in use, there should be an option to disable the non SSO login option to reduce confusion and increase security

Could we add the TB onto the Creditors/Debtors report? Makes it easier to compare the 2 at month/year end