Ideas

It would be useful to be able to see courses that have expired or are about to expire.It would be useful to be notified when a completed course needs renewing.

In the latest update of v7, the "reconcile" button has disappeared and where it used to bring you up a reconciliation report showing the balance in the bank and the balance in the books, you now have to manually go into the reporting suite, fill i...

Could the Reconciliation tab be reinstated for bank reconciliations? While the ability to match and save transactions is useful, it does not display the closing balance of the bank account. Currently, to view the bank reconciliation, you have to e...

There should be an option such that a change in the registered office of the customer will automatically update for every individual client

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...

The customer mentioned that it would be a good idea to have a warning come up to let them know that a Contract is coming up for renewal (say 30 days) so that they can start looking at Contracts with better value where possible. They would also pre...

Some laptops when connected to accounting don't connect properly with regards to the screen size that show through the remote desktop/gateway. Iris advised to change resolutions on main laptop after logging in, but this isn't a fix/don't sometimes...

Any document uploaded against a candidate or by the candidate in the ATS to pull through to the Employee documents area to futher reduce workload and duplicate data entry.

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When completing statement reconciliations, customer wanted to view the opening and closing balances as an extra check that the reconciliation is as it should be.