Ideas

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...

In our previous version 6 the Payments Tab within an account was HIDDEN from the majority of user groups. This meant that personal Bank information on staff expense ledgers was hidden from users. Following the upgrade to V7 the Payments tab is now...

When you select a ledger or nominal, the cursor doesn't auto-select the search box anymore? Can this be re-added?

Why does the purchase ledger not default to all periods, when you do a search. Could this be set as the default search.

Generate Chase Letters via the Emailer suites. Time consuming to generate, save within the cloud, copy locally to then email out. Would be great if we could email these out from within the Document Emailer suite.

When searching periods could you add "Prior Year" as a factory set option.

When reconciling, why do you have to leave the screens when you have reconciled items, Why cant we stay on the reconciliation page to continue reconciling.

It would be useful if filters could be added on the "Users" page to filter on "Report Roles" and "Entity Permissions".

Push down feature in Central. As we are a large group - we have central colleagues that need to access each site. We would like functionality where we create the user account and then push that to the relevant schools or all of them. For example a...

When you unpublish a report to make a change it removes it from all users homepage if it has been set as as their Homepage Preference. This means you have to impersonate every user who has this as their homepage preference and reset the homepage p...