Ideas

I’d like to raise a significant usability issue within the system regarding activity management. Currently, there is no option to bulk update the “Assigned To” field on activities. This has created a major inefficiency for us. Following a recent s...

Could the As At Status on the purchase ledger as an option be added? It was on version 6.

Once a member of staff is archived, it would be helpful if they no longer showed up on the 'Users" list as the list becomes extremely long.

We currently have the ability to see who the last person to open and read the document is, but could we maybe see a log of who created it as well.

Add paperclip icon to contracts summary tabs to indicate when attachments are included such as on Business activities. During set up process particularly it is very time consuming to check all contracts across 17 properties to check all schools ha...

Incidents - could there be a drop down to add the Head of department and a notification sent to them when an incident has been logged

The reports in the incident area are limited - can there be a report where it pulls data from all the fields, so I can filter what I need etc.

The description field is not long enough - even if you press F8 for more detail to be added, this is applied to the whole document, not individual lines, and for sales invoices cannot be seen by the customer

When you follow the steps to cancel a bacs run in V7, it takes a long time as you have to cancel each invoice individually. You then have to journal from the payment run clearing account the difference between the original paylist and the amended ...

We have centralised invoice processing for 14 of our schools and the data entry time is significantly impacted by having to exit and re-enter the invoice processing screen each time we need to change schools. This could be resolved by allowing the...