Ideas

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

It would be great if under the actions you could quickly create a credit note for an invoice - currently you have to do it manually and ensure you have used the same GL codes & VAT codes to ensure it is fully reversed

Currently, Contracts can support only one contact that gets notified. There should be a facility to add more email addresses in case there are multiple individuals/depts that need to be notified. This is an urgent request.

I want to be able to archive an Activity in each site in one go. Un-mapping will only help me see it as N/A at MAT level, but schools can continue completing, so I need to amend at school level.

Ability to attach a file upon creating a document via Document Input. Would save users going back into the document to attach the file. If this function could additionally work in the same way that Purchasing works where the attachment is copied/m...

When you filter on a GL code (say by analysis code) it would be great to have a subtotal of the amounts displayed. Otherwise you have to manually calculate or download into excel and sum

We’re proposing a refinement to our period control logic to allow allocations in a closed period, with restrictions applying only to FX-related allocations. Currently, all allocations are blocked once a period is closed, limiting flexibility for u...

It would be a really useful feature if you could copy the split billing rules from one pupil to another. his would help with siblings and also when there are a number of pupils that a company pays certain fees for.

Our auditors have highlighted that when running a report from the Risk Register it should include the following fields: the owner of the risk, description of the risk,gross score and residual score. Could this be included or could we have the opti...

The customer would like the ability to create a Contract at MAT level then distribute it to a number of schools in their Trust.