Ideas

Could a feature be added where files can be sorted into alphabetical order without the need to physically move each file into alphabetical order

Currently if you want to view a fee invoice on a customer you have to download the attachments, why is there not a preview box. It would make it quicker to answer queries and reduce potential GDPR issues with desktops being filled with downloads. ...

Be able to create a group of documents to be able to assign them to user groups. Such as staff handbook to be read and agreed by all staff each year. It will save having to assign each document individually.

Please can we request that another level is added to the Status drop down list in the Update Activity tab as follows: Done, awaiting remedials (please colour amber on reports) Please can we also request that: Done, awaiting report - (could be chan...

As we create many projects for long term, allow a box on the central projects list to only view "Live" projects. This would allow us to not only see just those we need to centrally, but also manage overall costs, allocations etc

When items are flagged in a checklist - they should automatically be raised as an issue. The only way I would know if a school has issues within the checklists is if I physically open and scroll through - not a great use of my time.

When safeguarding documentation such as DBS checks are added to supplier profiles it would be helpful for this to be shared with all property's. Suppliers are active across multiple sites and are having to send the information to each individually.

We set our own descriptions on our MAT, if I were to change a description at MAT level. It doesn't take effect at school level even though they are mapped. This then means you have to go into each property and change each description seperately.

It would be really useful if there was a report that can be used to fully reconcile the Prepayment transactions via the Prepayment function in fInance so can be used for year end for the Auditors,

It would save time and be helpful for the pop up screen to display the Document Number assigned when posted. At present, a Document Search needs to be run to identify the number.