Ideas

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

Can notifications to staff for the weekly updates only be sent when they have a task outstanding. Staff do not need to be notified that they have 'no outstanding activities'. Surely more relevant if they have outstanding tasks to complete?!

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.

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

Would be very helpful to be able to see if a certificate has been attached against staff members name on the completed training tab.

It would be useful if we could run a report with all staff names and the hours they do.

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...

Could the features of these two methods to claim payment for additional hours worked be combined. They seem to ultimately be for the same or similar purposes, but each works ever-so slightly differently. It would be great if these could be combine...

Head Teacher/ CEO / Trustees can see a full report within a property that shows all the answers to performance reviews and links with objectives. Instead of individually clicking and downloading every review which is incredibly time consuming.

Customer has requested that pay awards do not update the salaries of employee's who have left the business but are still held in EveryHR as a previous employee record.