Finance

In New Item Invoice or New Purchase Order there is a drop down box for the items. It is too small to use easily. Can it be made so you can resize it to make it longer to fit in more options to the menu please?

In AP, for orders, we need a means to indicate whether or not an order has been placed / actioned, without this re-triggering workflows. This field also needs to be easily visible in the dashboard grid. Otherwise, orders can end up not being place...

Within our company, all purchase invoices must be checked by the Accounts Supervisor or Finance Manager before posting to ensure all details are correct e.g. VAT treatment for trips, nursery or partial exemption. This is a rule within the Finance ...

At the moment the grid options/customisation in Transaction Browser & GL Drilldown does not offer VAT code as a field to display. This would offer a quick way to check that VAT codes used for transaction processing are correct without having t...

When SSO is in use, there should be an option to disable the non SSO login option to reduce confusion and increase security

It may be helpful if the scholarship section on Student Manager accounts can be widened to include bursaries and any other discount given. In particular, if these can be amended as/when needed and then automatically be drawn through as discounts o...

Currently there is no easy way to see where the invoice is at, with which approver. It would be very useful to add a column to the grid selection which shows the current approver. We currently have to click into each approval status to see who the...

You can only see the body of the message sent and the attachment and can't download the email to be able to send it onto the debtor via another email chain

The new VAT audit trail report is great, thank you for adding it. It will making our partial exemption workings much easier. Unfortunately, it has a serious coding error in it so it cannot be reconciled to the VAT100 report. the "Tax Amount" colum...

We’re proposing to integrate the Fixed Assets (FA) Register directly with the Accounts Payable (AP) Ledger, streamlining the asset acquisition process and reducing duplication of effort. Currently, when an asset is purchased, users must manually s...