Ideas

Once an order is approved it cant be amended. If an order is raised against the wrong nominal code this creates a commitment against the wrong nominal code and wrong budget line. This cant be corrected while the invoice has been received. Can cert...

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...

More user friendly cloud based system in line with Xero / Quickbooks or a system that could integrate with others ie. Dext.

Users are able to cancel a document even if the period has been closed. This should not be possible.

We would like post/vacancy approvals to include a mandatory approval step for certain work groups. Currently, the HR team has to create and add posts and vacancies themselves. Our preference is for this responsibility to sit with School Operations...

When we raise a REQ we can add an attachment but when we convert that REQ into a PORD the attachment is not carried forward onto the PORD. We use this for quotes etc. What we would like is for this document to appear at every stage up until INV. A...

Allow documents that have started in the purchasing module to be converted to different document types in the accounting module. We require any expenditure to be approved prior to purchase, whether it be credit cards, petty cash, student expense e...

Allowing a PO to amended once approved and have it re-route through the approval process will prevent duplication, save time cancelling and re-raising, and also allow for changes in prices during the purchasing process to be amended, rather than r...

It was raised to me that people may have a preferred name for quite sensitive reasons, for example someone who is none binary might feel their name reflects to heavily on their gender assigned at birth so identifies with a more gender neutral name...

Easier to use allocations menu, the current drag and drop is a bit strict where if you drop in the wrong place, it will start a fresh allocation.