Ideas

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

Currently if an invoice is started to be processed as a PI, and a subsequent order number is spotted, it has to be cancelled and the data entry has to start again on the purchasing suite. It would be much more efficient if there was a single input...

The customer mentioned that it would be a good idea to have a warning come up to let them know that a Contract is coming up for renewal (say 30 days) so that they can start looking at Contracts with better value where possible. They would also pre...

Some laptops when connected to accounting don't connect properly with regards to the screen size that show through the remote desktop/gateway. Iris advised to change resolutions on main laptop after logging in, but this isn't a fix/don't sometimes...

When completing statement reconciliations, customer wanted to view the opening and closing balances as an extra check that the reconciliation is as it should be.

It would be incredibly useful to be able to send individual emails from eg Medical Centre to inform of medication taken or doctor visits made. When there are 10 emails to send with individual and personal information, using the wizard takes an abs...

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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?

The 'Administer Medication' from the wizard bar doesn't show the pupil medical flag. Medication can be given that a pupil has a medical flag for without anyone being aware.

Can the confirmation of payee also check the Supplier account, it is checking the Bank Details for, matches the Bank details account? E.g. Supplier Account: ABC Company = Bank Details title: ABC Company