Ideas

The Details field is what appears when requesting consent, so it would be good to able to add clickable links to the text, e.g. to the relevant data protection policy...

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

It would be useful for a user to receive an automated notification when a consent is changed on one of the registers on the Portals.

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.

Following query from sales, requesting integration with Salto door system- Our current offering isn't reliable . and requires extensive review. Is there an easier way we can have more integrations with more access providers.

The consent age required by Luxembourg Law is 18 but the system is limited to the age of 16. Could you add a search field so schools can choose what consent age they require. Also, if you change this could you change the wording on the Consent For...

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.

The subtotals should be bold, to make them easier to see in the report. The totals description needs to be left aligned - it looks messy. There also needs to be consistency in the reports with (1500.00) being red instead of sometimes black.

Can we have favourites icons for our dashboard? I used to love the Documents icon, the TB icon and the Reporting Suite icon.... just makes it easier to find things. This new dashboard is not as user friendly as V6.