Ideas

Dear Development Team, Would it be possible to have several open bulk payments for the same bank (Purchase Ledger) ? We have several employees that are preparing bulk payments at the same time or sometimes we need to create one bulk payment per cu...

At present when creating a purchase REQ the attachments that someone adds are not automatically carried forward onto a PO when creating this. This causes additional workloads to ensure you have downloaded the REQ attachments and then to upload to ...

Currently, the system only supports monthly spreading of prepayments. This results in an excessive number of journal entries each month, cluttering transaction reports, complicating review processes, and making it difficult to track prepayment rel...

Could there be an better way to remove commitments? e.g. If I receive an invoice which values does not match the PO but for full quantity, this leaves the value as a commitment but there's no way to remove these without contacting support

It would be helpful if GRNs or part of could be written off or cancelled and revert back to PORD in order for it to be written off. We are still learning the system and a few items have been progressed in error which need to be cancelled.

Ability to attach a file upon creating a document via Document Input. Would save users going back into the document to attach the file. If this function could additionally work in the same way that Purchasing works where the attachment is copied/m...

When there are a huge number of transactions within the imported bank statement, it would be useful to be able to sort by value (low to high) within the whole feed or within a particular day. It would also be helpful to be able to search for a tra...

It would be great if under the actions you could quickly create a credit note for an invoice - currently you have to do it manually and ensure you have used the same GL codes & VAT codes to ensure it is fully reversed

When you filter on a GL code (say by analysis code) it would be great to have a subtotal of the amounts displayed. Otherwise you have to manually calculate or download into excel and sum

We’re proposing a refinement to our period control logic to allow allocations in a closed period, with restrictions applying only to FX-related allocations. Currently, all allocations are blocked once a period is closed, limiting flexibility for u...