Ideas

Highlight documents with mismatched dates and periods in a sub-section or 2nd page, so users can quickly identify discrepancies causing differences between the creditors report and the trial balance.

Introduce a search function directly within the bank reconciliation page, so users can search/filter by value, description, or date, not just sort by them.

Add a hyperlink on the document side to a quick search function, letting users search by value, description, date, or document number if they cannot see an expected document rather than having to come out of the bank rec page.

Improve the supplier refund process by allowing direct unallocation of payments from invoices, without having to fully cancel the original payment. Could add Warning – undo allocation with remove Paylist stamp.

Add a hyperlink in the invoice selection screen to the 'document not showing on paylist' report that auto-fills the payment run details, so users can find why an invoice isn’t showing, without having to come out of the payment run

Display original details in a greyed-out section above the fields for reference. Easier to see what they original REQ vs PO vs GRN vs INV looked like without coming out and back in again

Show a warning if the invoiced quantity differs from the GRN quantity, if further invoices are expected or not. If not, then potential auto-write off for remaining

When invoice and order prices differ (not full quantity), it could prompt the user to write off the difference, and if confirmed the system automatically generates a write-off document. If full quantity but price difference, it generates the messa...

Have a Default setting to set orders as single or cross-location orders. With an override button to switch on the order itself. This would help prevent accidental cross-location postings.

Let users first select the location to filter the supplier list when raising req/po etc. Relevant for users who have access to multiple locations, mainly Central teams. Makes it easier to find a location supplier, rather than scrolling through 20+...