Ideas

Similarly to how the Cancel Payment function works, could there be a identical function for supplier refunds, where it creates a Supplier refund document instead of a cancelled bacs/cheques document?

Once the PO is approved, having an automated PO send option for all approved POs would be beneficial to save time and prevent human intervention, allowing for missed communications

Currently if an employee has a planned absence at any point in the future, you cannot add sickness with an open ended date, meaning its impossible to accurately monitor sickness when almost 50% of staff have planned absences at some point in the f...

The approval process for Teaching, Non-Teaching and Prep School general absences differs so we have had to triplicate the reasons. Because the list is not alphabetically sorted (I'm pretty sure they used to be), staff have to trawl through a list ...

There has been a request that the attendance % statistic and the absence heat map on the record should not take general absences or family leave into consideration. This should only consider the sickness type. Is this possible to look at giving th...

Ability to report on absence details for employees. We often export a copy of their absence record for review meetings and its useful to see all of the details as this is updated daily and not just reason for absence or absence type

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...

We have different pay for different types of absence in a notice period, including sick pay. It is difficult to remember to adjust this when absence requests come through. Is it possible to add a flag, or a message, to show a member of staff is a ...