Ideas

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...

We have an number of obsolete bank accounts and it would be useful to remove these from the banking screen so only live (used) accounts show.

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.

On the new update, where users do not have access to nominals/accounts, they can still 'see' them except they are 'greyed' out. This is sometimes hard to browse through nominals/accounts as they will have to scroll past the nominals/accounts, they...

We have several credits on sales accounts but the direct debit calculations do not take this into consideration. We have opted for the brought forward balances to be shown on the invoices but have had several parents saying that there is an error ...

We would like the ability to exclude trips from the Budget Check so that we can switch on 'Enforce'. No budget is put against trips so 'Enforce' would then stop users from raising orders.

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...

In other systems I have used you are able to set a default nominal code for each supplier to save time having to type in the nominal code every time. For instance EDF is our electricity supplier so it would be good if when ever we entered an invoi...

Be able to use an emailer to select multiple debtors to chase up outstanding payments. It could work by a list of debtors comes up and from that list a number of them can be selected to receive a chase letter at levels 1 and 2. Level 3 could be pr...

When selecting pupils from the batch import screen it would be good to see a total of selected pupils given before having to move to the "assign charge" page. Also, during the bulk import wizard process when you are selecting the pupils you want t...