Ideas

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

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...

Could the As At Status on the purchase ledger as an option be added? It was on version 6.

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...

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...

When adding in general absence can we have an option to make something re-occurring if a member of staff has a weekly appointment. It would save us keep having to create a new appointment for every week.

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...

We currently have the ability to see who the last person to open and read the document is, but could we maybe see a log of who created it as well.

We have centralised invoice processing for 14 of our schools and the data entry time is significantly impacted by having to exit and re-enter the invoice processing screen each time we need to change schools. This could be resolved by allowing the...

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.