Ideas

It would be useful to be able to save favourite criteria in the different reports, as I use the same criteria each month for Management Accounts, Account Summary, Aged Debtors/Creditors, Balance Sheet, CashFlow etc.... This would be even more help...

In order to calculate based on a transpose value we have to copy the values to a new column. It would be useful if you could set up a calculated column which automatically converts the result entered according to the transpose boundaries. e.g. Tra...

Reports on the screen need to have the header row frozen on all reports. Management accounts by cost centre does not have the header row frozen and other reports do not have this either.

In Workbook view, if it is possible to have an ability to collapse or expand a group of columns that would be a great feature and help our teachers a lot in viewing and entering the data. We currently have quire lots of assessments in primary core...

Customers used to see a report at the end of doing bank reconciliations that confirmed what they had done during that reconciliation. This is no longer available and in its place is a link to the reporting suite. Whilst this is useful they want th...

The new security functionaility has now made the Security Report dashboard, somewhat redundant, as the access showing is the new security roles RXA.... which we advise not to assign to users. Other than manually checking the relevant nominal/accou...

It would be extremely useful to have the ability to bulk import purchase orders for all our known contracts/utility charges etc.

It would be helpful to have an untick all / select all as currently we have to untick every item on the payment list if we only want to pay a couple of items. Very time consuming.

Why does the date default to 2027/28.99 when we're only in 2024/25? Why can't it default to the current period? Also, can it be adjusted so that we don't have to click exactly on the arrow on the drop-down? Why can't we jut click on the period ran...