Add a hyperlink on the document side to a quick search function, letting users search by value, description, date, or document number if they cannot see an expected document rather than having to come out of the bank rec page.
Improve the supplier refund process by allowing direct unallocation of payments from invoices, without having to fully cancel the original payment. Could add Warning – undo allocation with remove Paylist stamp.
Add a hyperlink in the invoice selection screen to the 'document not showing on paylist' report that auto-fills the payment run details, so users can find why an invoice isn’t showing, without having to come out of the payment run
The ability to run a report to see what has been posted by an individual user. Useful to compare staff workload. Currently the only way to get something similar is to run a document enquiry for the document type but then you're limited to the last...
Please see a new picture from another parent. This is what I mean about parents not knowing what product to pay. This is a huge issue for us as we have different prices for different day for clubs. This WILL cause more issues for us as parents wil...
It would be very useful to have the option to refund unused dinner money or any other register payments online instead of having to issue cheques, cash or Bacs.
I requested this nearly a year ago but please can we get a link between payments and forms? eg selling tickets to a PTA disco automatically sends them to the form for dietary and contact info for that event. The admin and time spent contacting par...
Include Account Codes alongside Account Titles in Commitment, Order, and GRN Reports
Enhance the standard reporting functionality for commitment, old order, and Goods Received Note (GRN) reports to display both the Account Code and the Account Title, rather than only showing the Account Title
Payment Dashboard - Update the Payment Practices Report
Hi, we have gone to complete our 6 monthly payment practices report for the DfE and the report has now changed and asks for the 'Value' of payments made between 1 and 30 days, 31 and 60 days etc rather than the number and % of payments. The PSF re...
Prince Regent Street Trust would like to be able to filter parents by reg group or year group. For example, if inviting particular years groups to an event when a response is required.
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Under Investigation
