Ideas

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 ...

When mapping an Activity to multiple properties, have a default assignee of 'To Be Assigned' to allow quick mapping of activity and then flag this red on the individual property page to alert to need to assign.

Wish that you could have the option of the read percentages to impact risk scores. eg if a document linked is 100% read then we take a 'treated' score, where as anything lower eg only 70% of staff have read it, we would take the untreated score. i...

I think a relatively simple update would be improving the layout of the weekly notification emails. Currently most staff ignore them because it's just a wall of small text and nothing stands out. If the sections could be separated into boxes with ...

Would be great to be able to send a reminder to the assigned for activities and issues

Hello We have direct debits coming out of our bank but the payment needs to be split across a number of supplier accounts. This is not possible now using the automatic bank feed .

Please can you add a Name of Account field in the bank details section? Often the name of the supplier is not the name of the bank account and this would be helpful when creating a BACS file for the payment to be recognised correctly.

An improvement I feel would save time and benefit all billing clerks would be where we do not have to regenerate all invoices withdrawn from the portal before publishing again, for example sibling invoices where no amendments have been made but ne...

The description that is pre loaded into this activity is out of date, Testing & maintenance of security system, including detectors, cameras, panels etc. Related Bulletin: Building Bulletin 69: Specification, Installation & Maintenance of ...

When we receive a refund from a supplier, but the credit note to allocate it to is not quickly received, the payment run will include the purchases credit journal to process as a payment to the supplier. Invoices currently have a way to flag them ...