Ideas

Adding back in the favourites bar would allow access to commonly used functions within PS Financials which works really well in version 6, saving a lot of time and allowing the system to be altered by user for their own preference

In version 6, there is no limit on rows when running account enquiry.This aids reports that are needed during year end to supply to auditors and when reviewing our main purchase ledger. It would reduce time taken to run reports and changing period...

On version 6 there is an option when running the TB to exclude zero balances when running the TB, this isn't available on version 7. The option to exclude zero balances is useful to reduce run time and cleanse reports within the system, rather tha...

Can the confirmation of payee also check the Supplier account, it is checking the Bank Details for, matches the Bank details account? E.g. Supplier Account: ABC Company = Bank Details title: ABC Company

A more effective way to manage term time plus within Every HR. A lot of staff members work term time plus 2 extra weeks of working for example. They need to be able to record the days they are working within Every HR. Toil can act as a workaround ...

The option to copy an employee who has moved to another property within the Trust. I understand old records need to remain for Workforce census, but moving them or copying them would be helpful.

Duplicate invoice checker should check POINS against PI's and Vice Versa to avoid paying the same invoice twice.

I would be useful that when staff leave and are archived that they can be automatically removed from the user groups they were allocated to.

Can the bank details for an employee be moved to their personal information rather than the salary information? would save time with staff who have more than one role in the property.

When the absence requests go through the process could the 'Preferred Name' be included - if they have one, this would be for staff who have changed their names but still want to be known as their previous name in School.