Ideas

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

We are planning to use Cover Manager in the future to add duties, meetings, etc. as an availability/lesson to each staff member's timetable so when anyone is sick we can assign a cover for them in Cover Manager. It would be great if these detentio...

In PSF v6 and earlier, it was possible to run an account enquiry at an ‘as at’ date. This was useful if you wanted to see – for example – which invoices were outstanding at the end of a month which had subsequently been paid, or which transactions...

For sensitivity reasons we changed the tag/routing so only the principal is tagged to authorise all leave requests in Every HR. When the principal requests their own leave for authorisation, currently this routes straight back to them. What we wou...

Within Absence Management, when adding a MAT leave absence, the system will ask the admin user "Choose Policy on Behalf of Employee:" If this is unticked, the staff member will get an email notification asking them to select a policy but if the sc...

The ability for an employee to create their objectives, for a line manager to then review and agree. Compared to the existing process where an objetive is created and assigned to the employee.

I am undergoing a purchase ledger tidy up, after 14 years of adding accounts, I need to rationalise and combine accounts to become PRF suppliers, however, this is creating a lot of closed accounts, is it possible to create an archive of these acco...

We may need to share some institution details (where qualifications were awarded) with the staff shortlisting candidates for interview. Currently we are having to use an application form question, making the data collection a bit disjointed. This ...

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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?