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...
I am undergoing a purchase ledger tidy up, after 14 years of adding accounts, I need to rationalise and combine accounts to become PRF suppliers, however, this is creating a lot of closed accounts, is it possible to create an archive of these acco...
I think a relatively simple update would be improving the layout of the weekly notification emails. Currently most staff ignore them because it's just a wall of small text and nothing stands out. If the sections could be separated into boxes with ...
Can the confirmation of payee also check the Supplier account, it is checking the Bank Details for, matches the Bank details account? E.g. Supplier Account: ABC Company = Bank Details title: ABC Company
The description that is pre loaded into this activity is out of date, Testing & maintenance of security system, including detectors, cameras, panels etc. Related Bulletin: Building Bulletin 69: Specification, Installation & Maintenance of ...
When a user does not have to one or more detail lines on a REQ/PORD, when following the email link it will come up with an error saying unable to load document. Could this error be more specific, why can't it be loaded, what access is the user mis...
Currently every user has to manually input the report server / report template / smtp settings. When granting a user access to the emailing suite, could admin have the option to 'copy settings from' another user?
SCR - Delete records easier for staff who stop working at the school
Customer Feedback - We are expected by Ofsted to completely delete details from the Single Central Record when they stop working at the School. When we end-date them, they remain in the previous section below, so are not deleted. To delete we have...
Adding a filter and search bar for documents. Like we have for Issues to be able to filter through documents easier incase of accessing files in an emergency.