Ideas

Add a warning when reconciling a statement with a document in a different month, alerting the user that this may cause an imbalance in the bank reconciliation report as of that date.

Add a hyperlink on the statement side to search bank statements by descriptions, values, and dates without having to come out of Bank Rec page to find statements that may have been reconciled already.

Introduce a media approval stage after the payment run approval, so if the bank rejects the media, the run can revert to a draft stage for adjustments, rather than having to cancel payments and start again

Let users first select the location to filter the supplier list when raising req/po etc. Relevant for users who have access to multiple locations, mainly Central teams. Makes it easier to find a location supplier, rather than scrolling through 20+...

When using the 'Take a registration' wizard, it would be great to be able to display set names in the filter, rather than set code. Set code is used by the timetabling team, but means nothing to teachers. When teachers need to take registration fo...

Customer (EMM01) mentioned that they were looking for a way to see current commitments in accounting enquiries, as per a previous option within V6. This no longer seems to be available to them in V7.

Hi, Firstly I would like to say the Missed Registration function is super. But at present we can only use it for Secondary, as Primary would require different settings (times) so it would be useful if we could make separate Missed Registration Set...

If we have a PM period of the day, this means that a double period class cannot be scheduled to begin in the period before that. This is a flaw in the system that should be eliminated. It is an unnecessary limitation to scheduling. If I am a teach...

Adding back in the favourites bar would allow access to commonly used functions within PS Financials which works really well in version 6, saving a lot of time and allowing the system to be altered by user for their own preference

In version 6, there is no limit on rows when running account enquiry.This aids reports that are needed during year end to supply to auditors and when reviewing our main purchase ledger. It would reduce time taken to run reports and changing period...