Ideas

We’re proposing the ability to deactivate bank accounts within the system, helping finance teams better manage obsolete or inactive accounts without compromising historical data. Currently, all bank accounts remain available for selection in trans...

Would it be possible to have a prepayments report showing each invoice and the duration that is still pending.

For Activities set up at MAT level, titles, descriptions, categories and frequencies should be locked and only be allowed to be amended at MAT level.

Please may the All Risks and reviews report and the all risk items report be combined to ensure review comments can be pulled through to one report

Please can there be an option to restrict which BI-codes are available against a general ledger code.

Each term we are posting cash receipts prior to the invoices being pulled in from Isams. It then takes 2 days of solid payment allocations. Please could a bulk option be reviewed. thanks

In AP, for orders, we need a means to indicate whether or not an order has been placed / actioned, without this re-triggering workflows. This field also needs to be easily visible in the dashboard grid. Otherwise, orders can end up not being place...

Allow ability to identify compliance actions that are scheduled for contractor visit to act as diary/calander

We would greatly appreciate the ability to add document attachments for bank transactions when using the "create new posting" or "sundry bank payments/receipts" actions in the Bank module. Currently, to add copies of receipts, remittance advices (...

When posting bank payments/receipts, currently the dimension tag chosen for the posting is also applied to the VAT code and bank's GL account. This results in any budget reports that include both balance sheet and P&L accounts to not accuratel...