Ideas

When creating new suppliers (accounts) our users are having to shorten or cut off the supplier names in some instances due to the limit being set at 40 characters. The box itself is large enough to hold more characters so it would be great if this...

Currently the Gender options for the Admissions Manager and Admissions Cloud Portal include only two options: Male and Female. We regularly receive applications from students who identify differently. Can you add to the list to include other commo...

There should be an option such that a change in the registered office of the customer will automatically update for every individual client

Please can we either have the ability to manage how the Forms look e.g. layout - the " Add New Enquiry" button (on the enquiry form) is on the far right hand side of the screen - could it be moved to the left hand side or the user has the ability ...

It would be helpful to have an untick all / select all as currently we have to untick every item on the payment list if we only want to pay a couple of items. Very time consuming.

Client uploaded files are coming across from portal forms to Documents & Files with names in code form. We would find it much more useful to have a way of automatically naming the files based on the upload question.

In the latest update of v7, the "reconcile" button has disappeared and where it used to bring you up a reconciliation report showing the balance in the bank and the balance in the books, you now have to manually go into the reporting suite, fill i...

Could the Reconciliation tab be reinstated for bank reconciliations? While the ability to match and save transactions is useful, it does not display the closing balance of the bank account. Currently, to view the bank reconciliation, you have to e...

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Similarly to how the Cancel Payment function works, could there be a identical function for supplier refunds, where it creates a Supplier refund document instead of a cancelled bacs/cheques document?