Ideas

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...

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

I have leavers from 2018 who are deleted from users list but still showing up on 'Balance Adjustment Tool' as 'deleted from system'. The Chat Expert said they will come off soon but i have people on that list from 2018.

Request to introduce more granular permission settings for my portal/ View all employees that allow separation of visibility between personal details (e.g. contact info, ethnicity) and contractual/salary information. Currently, visibility is all-o...

Currently a VAT description is mandatory when setting up a new supplier. Please make it mandatory that the VAT number is also mandatory or there is a drop down to select NO VAT number, it would save the person completing the VAT return for a large...

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 adding a new employee, within the Job Information page, can the Property Arrival Date be automatically populated from the Start Date, as these are usually the same. (I don’t know if this has changed recently, however, I know in the past when ...

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.

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