Ideas

When we raise a REQ we can add an attachment but when we convert that REQ into a PORD the attachment is not carried forward onto the PORD. We use this for quotes etc. What we would like is for this document to appear at every stage up until INV. A...

Would it be possible for inactive agents to become active when there are current and applicants attached to them?

It would be beneficial to have the opening and closing bank balances whilst reconciling the bank account rather than just a 0.00 balance.

Currently every user has to manually input the report server / report template / smtp settings. When granting a user access to the emailing suite, could admin have the option to 'copy settings from' another user?

The description field is not long enough - even if you press F8 for more detail to be added, this is applied to the whole document, not individual lines, and for sales invoices cannot be seen by the customer

It would be beneficial to be able to see / print Supplier bank details during the payment run process before approval. This would allow the details to be cross checked as another level of security and without having to go into every account separa...

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 part paying invoices a new SI line is created for the remaining balance but with the reference 'Part Pay ...'. This makes it harder to understand what is for what especially if more than one part payment is made against one invoice. When send...

A feature of being able to identify who has performed a reconciliation on the bank would be useful. Similarly, would be useful to see who has performed an allocation at the account level.

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...