Ideas

In our previous version 6 the Payments Tab within an account was HIDDEN from the majority of user groups. This meant that personal Bank information on staff expense ledgers was hidden from users. Following the upgrade to V7 the Payments tab is now...

When you select a ledger or nominal, the cursor doesn't auto-select the search box anymore? Can this be re-added?

We would like a default model filter for each section in Tracking Manager. We have teachers who go in and see year 2 even though they selected year 6 (for example). I know you can change the model filters in there but it seems a bit weird that you...

Allow us to arrange the order of child folders in Tracking As you can re-order the models within them, but not the child folders themselves.

At the moment it is not possible to re-configure the data set element once it has been created so that it targets a different data set.This means creating a new model from scratch every term.

Why does the purchase ledger not default to all periods, when you do a search. Could this be set as the default search.

Tracking model data is based on reporting cycles. For new reporting cycles, the whole time-consuming process of creating the model needs to be repeated.Please include the ability of re-using models by changing the reporting cycles.

When searching periods could you add "Prior Year" as a factory set option.

When reconciling, why do you have to leave the screens when you have reconciled items, Why cant we stay on the reconciliation page to continue reconciling.

Generate Chase Letters via the Emailer suites. Time consuming to generate, save within the cloud, copy locally to then email out. Would be great if we could email these out from within the Document Emailer suite.