Ideas

MTD types in analysis fields of VAT Account, could it also put this on the docs inside the vat account? Gives easy access to confirm when a document has been included in a VAT return

When checking a payment run, we need to cross check date, invoice no, net, gross and supplier bank details against the invoice. The draft payment list currently only has date, invoice number and gross columns so we need multiple screens open to ch...

I've just discovered that in the HR Manager you can't search on DEPARTMENT. This is yet another absolutely VITAL search function that must be needed by a lot of schools and should be a simple fix to add this field to the Custom Search Screen. Ther...

Ability to attach a file upon creating a document via Document Input. Would save users going back into the document to attach the file. If this function could additionally work in the same way that Purchasing works where the attachment is copied/m...

We suggested to make an update for th, e Staff Roles in HR Manager. At the moment we can just create or delete a Staff Role but we can't rename/update one create before.

As the vast majority of staff do not have access into the HR Manager module, it would be really useful to have the Job Title / Role field added to this as the Department is in there.

This will reduce the need for our administration team to compile all of their existing information and ask for people to update them. Instead, they can just send our a reminder periodically with instructions on how to do this.

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