Ideas

A widget on the dashboard to remind staff of their outstanding reports / dates to submit by.

Duplicate Invoice number across locations. Currently the warning only appears when the same number if used on the same location. If this could flag across locations that would save duplicate orders being rasied.

It would be immensely helpful if the downloaded report template (Excel) from RW subject comments would recognise and convert the already existing keywords from within the statement bank. This means then being able to use the keywords (e.g. <<...

We find the process of creating a new user really long winded and often we miss certain elements. A user friendly function which adds the user to all the right areas of the system with the right access would be amazing.

In V2 that we have just upgraded from you were able to put a full stop and tab to copy the item in the row above. This seems to have disppeared in purchasing. In purchasing you can copy the whole row above but that isnt always useful. We want to b...

At the moment you are restricted on the number of attachments you can send out but unfortunately you are unable to send a zip file. We have several different languages in our school and when a letter has come from an external agency who have sever...

Customer (EMM01) mentioned that they were looking for a way to see current commitments in accounting enquiries, as per a previous option within V6. This no longer seems to be available to them in V7.

It would be more useful to be able to exclude individual sets from report cycles if they are not needed. This would make it easier for staff as they would only see the ones that they actually need to write, and also for admin to keep check on whic...

in V6, you could restrict access to users being ble to move documents from reg to books. theres no way currently to restrict the Move button on REG documents (under Documents - Register Documents)

If the Document emailer was accessible to Purchase Order raisers they could then send their emails to their suppliers instead of creating a PDF then emailing it from their Outlook (as an example) accounts or asking Finance who have the Accounting ...