Add a hyperlink on the document side to a quick search function, letting users search by value, description, date, or document number if they cannot see an expected document rather than having to come out of the bank rec page.
Improve the supplier refund process by allowing direct unallocation of payments from invoices, without having to fully cancel the original payment. Could add Warning – undo allocation with remove Paylist stamp.
Add a hyperlink in the invoice selection screen to the 'document not showing on paylist' report that auto-fills the payment run details, so users can find why an invoice isn’t showing, without having to come out of the payment run
Being able to set a limit on the number of general absences requested based on the absence reason. EG - 4 dental appointments in year, 5 child care days a year. etc, with an alert once this limit is met. And perhaps automatically overriding the "P...
In the future can we look to discuss and implement a way to convert TOIL to GA/Sickness absences. Can we also look to block TOIL requests for certain employee's.
In the absence section, it would be helpful to be able to toggle back to previous academic years, for the purpose of paid leave entitlement. At the moment, I can't see what a member of staff used last year and if they had any left to carry over, w...
Payment Dashboard - Update the Payment Practices Report
Hi, we have gone to complete our 6 monthly payment practices report for the DfE and the report has now changed and asks for the 'Value' of payments made between 1 and 30 days, 31 and 60 days etc rather than the number and % of payments. The PSF re...
Allow purchase documents to be converted to different accounting documents
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...
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Under Investigation
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Planned for a future major release
