Ideas

It would be very beneficial to be able to upload/import new staff basic details (Title, Forename, Surname, gender etc) rather than having to go through the whole Wizard for every new staff member.

Statements do not show allocated payments. This is correct however when an invoice is still outstanding but has had payments made against it the statement should show the original invoice and its payments until its completely paid so the customer ...

Posting this as discussed at the Northern User Group. Could there be an easier way to do the data collection from staff, please? Can we share with them what data we hold for them and they could then respond with any changes. Thank you!

This would make regular communication to staff about pay and benefits so much more efficient. For example post rollover you could write to each member of staff (selected) with details of their new pay, scales and allowances

When a User has left we are unable to stop them from appearing as available approvers against accounts. Setting security No_Access. Access level 9, input allowed 'No', Z_LEAVERS user group, Not active and removing them from the Key List of authori...

When searching periods could you add "Prior Year" as a factory set option.

There must be a quicker way to get to the Purchase ledger.

When you select a ledger or nominal, the cursor doesn't auto-select the search box anymore? Can this be re-added?

As we have multiple schools, it would really be helpful to add the Boarding House field in the search results so it's easier to see which campus the teacher belongs to without having to open their profiles.

It is necessary for Audit purposes to have a list of the items reconciled during the bank rec process as well as the items remaining after the bank rec. In Version 6, this was possible, but in Version 7 it isn't. The only way you can do it is via ...