Facility to create additional fields within the Every business activities.
If there was an option to create additional fields, for example activity specific instructions, sequence of works or any other relevant information, this could make the delivery of the activity more efficient.
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.
Is there any plans to incorporate a Direct debit collection module into Accounting, its more of a wish list at present but parents are asking more and more if we can set up direct debits at the moment we encourage them to set up standing orders. I...
Is it possible to flag Non order invoices on the system to a named user in their locations workflow. We are finding that we need to monitor non order invoices and bring schools to task over them, but by the time they are in a BACS its a little to ...
having a tick box on the compliancy matrix so when setting up new schools and adding the Activities, You can tick the activities you needed rather than going though each one, 1 at a time
Can there be a new field in activities for the location of the activity
When creating an activity at school or Trust level, we currently have no way of putting the location of where the activity is to be undertaken/completed, having the new field for this would allow a location to be added and will provide a better de...
Export all activities assigned to a specific person
It would be extremely useful to be able to export all activities that are assigned to a specific person or team. The 'Audit User Report' is not effective
BUSINESS CONTRACTS: MAT CONTRACTS PROPERTY REPORT (XLSX) TO INCLUDE 'SUPPLIER' COLUMN
Most MATS will want oversight of property contracts to consider central procurement and cost savings and efficiencies. The current report does not include supplier information column (although it shows on the dashboard so not sure why it wouldn't ...
It would save time and be helpful for the pop up screen to display the Document Number assigned when posted. At present, a Document Search needs to be run to identify the number.