Ideas

Change the drop down box to a tick box for changing the view between outstanding transactions and all transactions in AP & AR. This is minor but will have a big impact to those who regularly use the system.

We collect hundreds of direct Debits every term. We can bulk upload the collected direct debit receipts and then the system auto matches based on what has already been memorized. But we then still have to go into each billing account (of about 900...

There are many situations where we process an invoice from a supplier that doesn't have a set credit term agreement with us. We need to be able to set a specific due date for that invoice, otherwise we will be forced to set a default credit term o...

It would be very useful to be able to sort the POs by number. Currently the system has no ability to recognise different number of digits and sorting doesn't work. I am currently using the date sort but the other day there was a glitch, which high...

At the moment, you only see document number, date and who entered invoice to the system. It would be useful to see supplier name, date posted & link to invoice copy on summary screen. Thank you

During the billing process under Fee Billing Manager, Account Details tab for a specific student, the Account Code needs to be copied manually by the Finance from Students Manager. Can we have this auto populated to reduce any error from manual co...

A notification on the dashboard/home screen advising when the system has been updated. When running reports and balancing accounts, we currently have to refresh grid which doesn't always update the current transactions or go to general blue tab, G...

Raised on behalf of St Joseph's Catholic Primary Academy: Parents can very easily cancel their bookings without realising (like double tapping or accidentally hitting cancel when they go back in to check the time they selected) but nothing comes u...

Option to set up an item code for reporting purposes but be able to remove the find the last invoice value option when an invoice is read into the AP inbox. When you import the invoice shows the value of the invoice but when you apply an item code...

I can check which parents have read an email I have sent, but I can't check who has read a form. I can only see when they respond.