Ideas

I would love a cashflow report that finally works across financial years! A one month cashflow forecast isn't the most useful

We would like the ability to exclude trips from the Budget Check so that we can switch on 'Enforce'. No budget is put against trips so 'Enforce' would then stop users from raising orders.

E.g. When a detention is moved onto the following week and then authorised again, the system does not re-notify parents, pupils, teachers etc with the amended detention details. Hence we have moved a detention on to find that the parents and pupil...

There should be an option such that a change in the registered office of the customer will automatically update for every individual client

In other systems I have used you are able to set a default nominal code for each supplier to save time having to type in the nominal code every time. For instance EDF is our electricity supplier so it would be good if when ever we entered an invoi...

Be able to use an emailer to select multiple debtors to chase up outstanding payments. It could work by a list of debtors comes up and from that list a number of them can be selected to receive a chase letter at levels 1 and 2. Level 3 could be pr...

When publishing detention details to parents via the portal web and apps, it would be really useful if we can have finer control as to what details are displayed. We are not sure we would want the descriptions of the detentions shown to parents, a...

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Similarly to how the Cancel Payment function works, could there be a identical function for supplier refunds, where it creates a Supplier refund document instead of a cancelled bacs/cheques document?

We have a lot of locations and all the business managers and finance teams have access to all locations, this is leading to posting errors, because all nominals appear at posting, is it possible to create an error message if the nominal is not mat...