When we send a letter or email to a customer, could there be a tab in the customer record that gave us the complete history of all correspondence generated for that customer. In other systems if the email or letter is generated through the system,...
This is a really useful report, particularly when amendments have been made to the schedule after the invoice production. Unfortunately it is not available to be emailed.
User Account information syncs with the data in HR Manager
Currently, User Account information is completely isolated from the data in HR Manager, so if we correct data in HR Manager, it doesn't get corrected in the User Account. It would be useful if the data is synced between the two so whenever we upda...
Purchase Orders Awaiting GRN by Req Creator Report - Can an extra column be added to this report showing the amount remaining/awaiting to be GRN'd on the order?
Having just completed year end for 2022/23, and coming across the intercompany balance issue, if you talk to Stacey Hussey on the advantage team, she will explain. Could you revise your year end process to include the when, why, and how to post th...
In PSF v6 and earlier, it was possible to create custom columns when running enquiries (e.g. account enquiries). This was useful if you wanted to do calculations on data in PSF without having to export the information to a spreadsheet first. It al...
On the invoice template, improvements can be made by showing Front page have Extras Total £775,33 to match fees total above. No VAT% on the Summary page header, next to Vat amount, shown on front page. Breakdown extras by Disbursement headings, so...
1
Good Feature
0
Awaiting Review
