Ideas

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...

It would be beneficial to have the opening and closing bank balances whilst reconciling the bank account rather than just a 0.00 balance.

In the MIS Management area it would be very useful to be able to push R&C configuration settings, i.e. the Module Types and Categories.

Currently it is possible to create Asset Financial Categories and then to allocate them to asset types which is just what the customer (The Clare School) want. However that is where it stops. They, and I, are requesting that this needs to be taken...

This will enable consistency for reporting purposes as this is currently a free text field.

The ability to filter data automatically based on what year group you are in. Currently you can only do this by school. this will remove the need of creating duplicate dashboards with filters, per year group.

When creating a Management Group in the MIS Management section, e.g. for pushing a Global List, it would be very useful in the "Select Entities" section to have at the top "Select All". This would eliminate the need to individually select each Ent...

Be able to use an emailer to select multiple debtors to chase up outstanding payments. It could work by a list of debtors comes up and from that list a number of them can be selected to receive a chase letter at levels 1 and 2. Level 3 could be pr...

At the moment to set a Homepage Preference you have to impersonate a user and set a report as their Homepage Preference. Can the functionality be added where you can assign a Homepage Preference to a Role rather than individual user?

After an asset has been disposed of it isnt currently possible to revisit it and add a reason why. Customer today had a few that he wanted to do this to but wasnt able to.