Ideas

We’re exploring the introduction of a General Journal Approval workflow to enhance control and oversight in the journal entry process. This potential feature would integrate general journal transactions into the existing workflow approval engine, ...

We’re proposing a new feature that allows users to deactivate GL account codes, removing them from use in future transactions while retaining their historical data for reporting and audit integrity. Once deactivated, a GL code will no longer appea...

When a Line Manager is absent, such as on annual leave, it would be helpful if they could re-route any approvals, that normally go to them, to another staff member (eg their deputy or another Line Manager). That way, if a team member requests holi...

Could the features of these two methods to claim payment for additional hours worked be combined. They seem to ultimately be for the same or similar purposes, but each works ever-so slightly differently. It would be great if these could be combine...

Users who have a multi layer approval process implemented cannot see at a glance where an approval may be awaiting action. Users are required to click into each unapproved time and expenses sheet, to see where in their internal process this may be...

Showing the full question on the exported application forms for internal review makes scanning the form for key questions slower. If we could show a shortened version (as the question doesn’t need to be explained to HR/other staff, only the candid...

System currently sends a reminder end date approaching. We also set period between dates so set a reminder for those too

It would be useful to be able to see courses that have expired or are about to expire.It would be useful to be notified when a completed course needs renewing.

It would be helpful if we could set permissions so that some admin / reception staff can see who is on the Single Central Record, without being able to see the details or the reports. If we give staff access to the details page, they can also use ...

Currently the custom report builder does not link to performance module so you cannot run any custom reports. Adding in this link to performance module would massively improve the reports produced for performance module.