Ideas

The customer mentioned that it would be a good idea to have a warning come up to let them know that a Contract is coming up for renewal (say 30 days) so that they can start looking at Contracts with better value where possible. They would also pre...

Currently if an invoice is started to be processed as a PI, and a subsequent order number is spotted, it has to be cancelled and the data entry has to start again on the purchasing suite. It would be much more efficient if there was a single input...

When completing statement reconciliations, customer wanted to view the opening and closing balances as an extra check that the reconciliation is as it should be.

Helpful for new customers to add both historic data AND ongoing data whilst waiting for system to go live. Currently it is a very long winded system to load individual toil earned items and then also have to approve them individually.

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

For sensitivity reasons we changed the tag/routing so only the principal is tagged to authorise all leave requests in Every HR. When the principal requests their own leave for authorisation, currently this routes straight back to them. What we wou...

There is no 'performance dashboard' to view for users with standard access. If user have access for the school profile and can update activities and issues, they should as well be able to see their school performance chart.

Within Absence Management, when adding a MAT leave absence, the system will ask the admin user "Choose Policy on Behalf of Employee:" If this is unticked, the staff member will get an email notification asking them to select a policy but if the sc...

In PSF v6 and earlier, it was possible to run an account enquiry at an ‘as at’ date. This was useful if you wanted to see – for example – which invoices were outstanding at the end of a month which had subsequently been paid, or which transactions...

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