Ideas

Currently potential duplicates are only detected if Forename, Surname and DOB match exactly with existing records. Would it be possible to use fuzzy matching to widen the criteria to account for spelling mistakes etc?

Would it be possible to have the functionality to include multiple-contacts per 'school record' in this module, and not just the one

Allow documents that have started in the purchasing module to be converted to different document types in the accounting module. We require any expenditure to be approved prior to purchase, whether it be credit cards, petty cash, student expense e...

At the moment, Management Accounts Reports are showing 2 decimal spaces, which looks confusing and untidy when you are reporting on millions - can you please remove decimal places? Excel exports freezes panes under line 14, and as a result when yo...

At the moment, you only see document number, date and who entered invoice to the system. It would be useful to see supplier name, date posted & link to invoice copy on summary screen. Thank you

We are using the admission forms to capture the whole admission journey including booking on an event. We have had to create a custom field for the parent to indicate which event they want to book on and then the admissions team have to add them t...

In V7, you can't change the Default Period. In September times, this can be frustrating for customers who want to look at supplier or transactions but have to amend the period to all or enter period ranges. This can take longer and if they have a ...

There used to be a binocular search on V6, why have you removed It ? That was the easiest way to find any invoice query. We know it already exists, but have you tried using it, its so complicated it takes too long.

Currently, school email address field is not available for applicants. It would be beneficial if this field were accessible, allowing the school email address to automatically transfer once an applicant becomes a current student.

Could YPO be considered as a supplier for punchout?