Ideas

Ability to create a contract of employment for a candidate matching the job role information with the information from the candidate portal. With an option to e-sign the document before converting to an employee.

Currently schools cannot do partial refunds and are ONLY able to refund against transaction lines - feedback has been that this is a relatively rigid model, especially with partial refunds not being available.

The ability to warn and / or restrict individuals from submitting expenses that are a certain age i.e. over 3 months old.

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.

Could we add the Access Level that's applied to a Period State when applying this access in the new security feature? As both are required to actually use the Period state, it would be good to have this in one place rather than having to go to the...

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...

Statements do not show allocated payments. This is correct however when an invoice is still outstanding but has had payments made against it the statement should show the original invoice and its payments until its completely paid so the customer ...

When a User has left we are unable to stop them from appearing as available approvers against accounts. Setting security No_Access. Access level 9, input allowed 'No', Z_LEAVERS user group, Not active and removing them from the Key List of authori...