Ideas

It would be useful if customers were able to import pay elements against multiple employees. Currently employers have to enter against individual records, which can be time consuming if there are significant volumes. For example, customers may hav...

I would like to request if we could please allow users to upload documents in the system in bulk to make the process more efficient. At the moment, staff has to upload consent forms, certificates, etc one by one which takes up so much time.

The ISI inspection requires us to keep childrens' previous addresses. It would be helpful to have a field in Student Manager where these could be added rather than having to create additional 'dummy' contacts to hold these.

It would be good to have an import option for Student Manager to enter data in bulk. For example, for the newly admitted students, every year, we need enter their emails address one at a time. Considering doing this for 300 students every year whi...

Adding this feature in would enable teams to be responsible for activities rather than named individuals and if it was possible to show who had reviewed or actioned items this would also be useful. Issues are rarely dealt with by one person. At th...

Show Approvers / limits / missing fields preventing them being on workflow, on column next/under Cost Centre when selected in Purchasing? Allows us to identify at that time if there is a discrepancy from expected approver/s

Management Accounts Report The Account indices are required fields for those transactions/values pull through. Could the report flag this / highlight any missing accounts due to blank account indices when running?

Remove 'Account Required' when using Nominals that have no Ledger link, therefore there is no Account available to select

Include in Budget Check needs to be ticked for all nominals that you want included in the Budget Check when using the Ledger Account mode However this is not very easily identifiable, when clicking the Budget Check on a PORD, could the Budget Chec...

The existing custom groups are completely static, any changes on the groups need to be done manually. As Dynamic Groups we are using saved searches created with the Query builder where we can combine several fields for filtering a group of student...