Ideas

I am undergoing a purchase ledger tidy up, after 14 years of adding accounts, I need to rationalise and combine accounts to become PRF suppliers, however, this is creating a lot of closed accounts, is it possible to create an archive of these acco...

Problem : The notification email (Figure 2) sent to the admissions team does not include any contact information for the parent who completed the enquiry. This is already a feature of the parent notification tab of the same form as it is used for ...

In PSF v6 and earlier, it was possible to run an account enquiry at an ‘as at’ date. This was useful if you wanted to see – for example – which invoices were outstanding at the end of a month which had subsequently been paid, or which transactions...

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?

MTD types in analysis fields of VAT Account, could it also put this on the docs inside the vat account? Gives easy access to confirm when a document has been included in a VAT return

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...

We need to be able to add chunks of static text to a form in the admissions portal similar to competing products. The idea to create a text field in student manager with default text is non-workable. This seems a simple omission.Can this be addres...

Show Approvers / limits / missing fields preventing them being on workflow, on column next/under Cost Centre when selected in Purchasing? Allows us to identify at that time if there is a discrepancy from expected approver/s

Management Accounts Report The Account indices are required fields for those transactions/values pull through. Could the report flag this / highlight any missing accounts due to blank account indices when running?

Remove 'Account Required' when using Nominals that have no Ledger link, therefore there is no Account available to select