Ideas

The 50 character limit is too restrictive where transactions are coming from a live bank feed. Banks will not change their format.

To reinstate the narrative would help all users. It would save time trying to find the correct heading to click into, particularly around tasks that you do not do every day and may need reminders.

When posting invoices through Item Invoicing and AP Inbox it forces the need for an analysis code. In instances where something is going to a control account (overseas trips or collections for example) we don't need these. Please could the analysi...

It would be good to have the ability to view, amend and forget memorised auto-postings from a pulled up list of 'all memorised postings' We have a few that have been auto-posted to the wrong place and due to the bulk of transactions we receive the...

Orders are raised for Services as well as Goods and to help the schools understanding the GRN process it would be helpful to amend the Title of the GRN Document to be Goods/Services Received.

Create PDF versions of the training notes that can be shared with colleagues. Currently when printing as a pdf the format doesn't align to be able to read the notes clearly.

Allow the posting of staff expenses to the register in the same way we do for non order invoices. We can then see an audit trail of the authoriser and ensure it's authorised by the correct person.

Please can you add a facility to repoll documents for authorisation (Non order invoices and purchase orders) by user rather than having to do it for each individual document.

Some staff do not want to put an app onto their phone, they would like to claim expenses on the web therefore it would be useful to have a web portal for this purpose rather than solely an app.

Can we please put restrictions for inactive ledger accounts. The system currently allows an active ledger account to be put as inactive when it has a balance on the account. The system also allows postings from iSAMS to inactive billing accounts w...