Enabling Employers to Submit T&E Claims on Behalf of Staff
Employers may have staff with limited digital literacy, making it difficult for those employees to submit time & expense (T&E) claims through self-service platforms within the product. It would be helpful if there was functionality that al...
Overspend flag on analysis/budget code when using Purchase Orders
When raising Purchase orders would it be possible for the system to flag if the analysis code will go overspent. Could finance users put a stop on anything else being raised against this code or automatically sends it to a higher level to authorise?
working on sales Accounts, it reverts to beginning of list all the time
Is it possible when working on sales accounts and clearing entries via matching that once you have done one it goes back to the list where you was. I'm currently working on G and every time I complete and clear lines on one billing account it then...
The option to copy an employee who has moved to another property within the Trust. I understand old records need to remain for Workforce census, but moving them or copying them would be helpful.
Bank details should be sensitive data. Currently line managers without the ability to see sensitive information can see bank details, which is an issue.
A select all to submit all invoices still awaiting approval.
Instead of having to select each individual invoice to resend for approval a button that allows to resubmit all outstanding invoices awaiting approval to be submitted again.
Item invoice screen refreshes to top after every time an invoice is resubmitted for approval
Every time an invoice is resubmitted for approval the screen refreshes and takes you back to the top of the screen. It would be helpful to take you back to where you were in the screen as when you have more than 100 items its more difficult to nav...
Option to turn off notifications of absence to the admin team
We are overwhelmed by emails generally so to now have every absence reported sent to all the admin team and the head individually is really annoying. We would like to have the option to turn this feature off.
Ability to create a task for all staff without relating it to an employee
We could create a task for all staff to check their personal details at the start of the academic year. At the moment you can only create a task by relating it to a named employee. We would like to be able to create a task for all staff that relat...