Ideas

Please could we have the option, when creating a new action, to copy that action across to any linked concerns? This would save a huge amount of admin time when dealing with complex concerns involving multiple children.

When granting access to create INV in Purchasing, can it automatically give access to POINs

On Self Service once user is added, the location access cannot be changed to add or remove access

We would like it if we can trigger a workflow based on the total reward points of a particular type in a given time period.

Duplicate invoice checker should check POINS against PI's and Vice Versa to avoid paying the same invoice twice.

Unable to undo allocation from a document on a payment run Unable to properly process refunds

In V6 there were far more search options available. It had the ability to search the purchase ledger for a suppliers by title, account, postcode, town, address, county, country, contact, telephone, email address, bank sort code and bank account nu...

When concerns are updated as staff may have further information the only way of knowing this is by continually going into the concern and checking. It would be ideal if each time the concern was re-saved that it sent another notification (at least...

Show Approvers / limits / missing fields preventing them being on workflow, on column next/under Cost Centre when selected in Purchasing? Allows us to identify at that time if there is a discrepancy from expected approver/s

Management Accounts Report The Account indices are required fields for those transactions/values pull through. Could the report flag this / highlight any missing accounts due to blank account indices when running?