Ideas

The customer would like the ability to create a Contract at MAT level then distribute it to a number of schools in their Trust.

Can there be more font size options when configuring widgets like the text widget - the font is either too small or too big. There should be a few more size options.

Currently on the new portal, to see further information you need to click on the i icon. inconvenient when needing to check each lesson instead of scrolling and seeing the information in one go. How it was the previous portal.

Our auditors have highlighted that when running a report from the Risk Register it should include the following fields: the owner of the risk, description of the risk,gross score and residual score. Could this be included or could we have the opti...

Would like to be able to archive trips & payments without deleting them completely. When I use the Purchases list for trips, it is cluttered with no longer active trips in amongst the current ones. I don't want to delete them until the end of ...

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