Ideas

Add a warning when reconciling a statement with a document in a different month, alerting the user that this may cause an imbalance in the bank reconciliation report as of that date.

Add a hyperlink on the statement side to search bank statements by descriptions, values, and dates without having to come out of Bank Rec page to find statements that may have been reconciled already.

Introduce a media approval stage after the payment run approval, so if the bank rejects the media, the run can revert to a draft stage for adjustments, rather than having to cancel payments and start again

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

Feedback from Roadshow - The 'Do you want to see allocated items' screen is not needed/used and provides an additional step in the process

Would it be possible to receive a notification email to our HR inbox whenever any type of leave has been approved by a line manager?

In the job details section, it would be helpful to have a paid leave carry over field as well as the paid leave entitlement field. This will enable us to enter the employees standard paid leave entitlement without the need to adjust each year. We ...

When a Line Manager is absent, such as on annual leave, it would be helpful if they could re-route any approvals, that normally go to them, to another staff member (eg their deputy or another Line Manager). That way, if a team member requests holi...

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

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