We’re exploring the introduction of a General Journal Approval workflow to enhance control and oversight in the journal entry process. This potential feature would integrate general journal transactions into the existing workflow approval engine, ...
To enhance budgeting flexibility and scenario planning for Additional Budget Datasets in AccountsIQ. Currently, users can record only a Budget and Revised Budget, but with this new feature, finance teams will be able to create and manage multiple ...
Allow others to view messages sent with statements
When I send a reminder to customers with statements it would be good if colleagues were able to see the message sent. Currently its locked to only the sender can view
A select all to submit all invoices still awaiting approval.
Instead of having to select each individual invoice to resend for approval a button that allows to resubmit all outstanding invoices awaiting approval to be submitted again.
Item invoice screen refreshes to top after every time an invoice is resubmitted for approval
Every time an invoice is resubmitted for approval the screen refreshes and takes you back to the top of the screen. It would be helpful to take you back to where you were in the screen as when you have more than 100 items its more difficult to nav...
It would be great if an admin person could see future registers ? We put on ad hoc sessions that need registration and it seems odd that I cant check they are working until the day they are supposed to be working. Also, beginning of term, I cant c...
We have various processes that happen regularly, pupils joining/leaving, staff joining/leaving, organising school trips, etc. which involves all the usual emails, conversations, setting reminders, etc. However, there is now central overview of the...
It would useful for us to be able to see an audit log of changes made in the Reports Wizard module, i.e. whether a View As Other user or HOD/HOY or other proof reader has made changes to the original teacher input.
Exclude teacher missed registration alerts for a year group and/or time period
The new missed registration alert for teachers does not take into account periods of time when registers may not be taken by these teachers, eg study leave or exam periods. For example we have a weeks study leave coming up, followed by a few weeks...
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?
You can only see the body of the message sent and the attachment and can't download the email to be able to send it onto the debtor via another email chain
Parents should be able to access their own information including mobile numbers , home address, emergency contacts and email address, they review it, and if there was a checkbox at the end to confirm "yes this is correct" or "no i need to make cha...
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