Ideas

It would be good if you could click through from an agent to the pupil/applicant details. Saves you finding an agent and a pupil and then having to go into Pupil Manager/Applicant Manager to look up the pupil. I do believe that it would make a lot...

When orders are created it would be useful to have a service option, which would indicate that a GRN is not required. For example professional services, exam fees, recurring invoices for leases etc. This would reduce the time taken to process invo...

Document upload in agent manager. As for now, there is no where that document can be uploaded in the agent manager for the agencies such as contract document, renewal or withdrawal document of agent. As for the contract document, will it possible ...

Is it possible to get a report of users by useage of the portal, I am constantly short of Licenses, and need to see user useage. To make sure the more active users keep their license, and also to see if I still need so many licenses

Orders are raised for Services as well as Goods and to help the schools understanding the GRN process it would be helpful to amend the Title of the GRN Document to be Goods/Services Received.

Create PDF versions of the training notes that can be shared with colleagues. Currently when printing as a pdf the format doesn't align to be able to read the notes clearly.

Allow the posting of staff expenses to the register in the same way we do for non order invoices. We can then see an audit trail of the authoriser and ensure it's authorised by the correct person.

Please can you add a facility to repoll documents for authorisation (Non order invoices and purchase orders) by user rather than having to do it for each individual document.

It would be so useful if there was a way to set an agent as one of a pupil's contacts. It would save an immense amount of time entering the same information over and over again, and help manage changes.

I run an Outstanding Purchase Orders by Supplier report every week to remind everyone what needs to be GRNd, and spend hours deleting unnecessary columns and manually, line by line, adding in the department/user that created each order. Would it b...