Ideas

Highlight documents with mismatched dates and periods in a sub-section or 2nd page, so users can quickly identify discrepancies causing differences between the creditors report and the trial balance.

Introduce a search function directly within the bank reconciliation page, so users can search/filter by value, description, or date, not just sort by them.

Add a hyperlink on the document side to a quick search function, letting users search by value, description, date, or document number if they cannot see an expected document rather than having to come out of the bank rec page.

Improve the supplier refund process by allowing direct unallocation of payments from invoices, without having to fully cancel the original payment. Could add Warning – undo allocation with remove Paylist stamp.

Add a hyperlink in the invoice selection screen to the 'document not showing on paylist' report that auto-fills the payment run details, so users can find why an invoice isn’t showing, without having to come out of the payment run

The customer requested that there be the ability to create and filter a report in Contracts that can be filtered to show criteria ie >£100K

Benefit anyone who wishes to extract information from Every. Example of 2 things that would be useful: Export of all issues and details to allow reporting in Excel/PowerBI Export of compliance matrix or compliance items to allow for reporting

Alphabetical sorting option, perhaps by clicking on column header?

In addition to being able to set the next year's boarding house and form in advance of the administrative rollover, it would also be useful to be able to set the future pastoral tutor, and have that become the tutor when rollover happens (like the...

We asked whether Assistant Housemasters and Assistant Heads of Year can be selected as recipients in Contact Pupil Teacher. Support confirmed that this is not currently possible, even though these roles exist in School Manager and are used operati...