Ideas

Please can there be an option to restrict which BI-codes are available against a general ledger code.

Each term we are posting cash receipts prior to the invoices being pulled in from Isams. It then takes 2 days of solid payment allocations. Please could a bulk option be reviewed. thanks

In Fee Billing > Cycle View > Pupil Search > Notes there is the ability to add both Pupil Notes and Contact Notes. It would make a lot of sense if Contact Notes synced directly with Contact Notes in Pupil Manager>Contacts rather than h...

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...

Allow ability to identify compliance actions that are scheduled for contractor visit to act as diary/calander

We would greatly appreciate the ability to add document attachments for bank transactions when using the "create new posting" or "sundry bank payments/receipts" actions in the Bank module. Currently, to add copies of receipts, remittance advices (...

When posting bank payments/receipts, currently the dimension tag chosen for the posting is also applied to the VAT code and bank's GL account. This results in any budget reports that include both balance sheet and P&L accounts to not accuratel...

The locked down budget holder report brings up any budgets (dimension tags) that the user is an approver for. Many people approve invoices for generic budgets that are managed at a high level reporting. But because they are an approver for that bu...

this function would help to minimised issues raised by multipole persons raising the same issue or similar

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