Ideas

It would be useful for all tax free childcare money to be uploaded into a single pot so that parents would not end up with small bits of money that they couldn't use. They could then also select all the different types of clubs and book them with ...

The customer would like the ability to create a Contract at MAT level then distribute it to a number of schools in their Trust.

Our auditors have highlighted that when running a report from the Risk Register it should include the following fields: the owner of the risk, description of the risk,gross score and residual score. Could this be included or could we have the opti...

Would like to be able to archive trips & payments without deleting them completely. When I use the Purchases list for trips, it is cluttered with no longer active trips in amongst the current ones. I don't want to delete them until the end of ...

Highlight documents with mismatched dates and periods in a sub-section or 2nd page, so users can quickly identify discrepancies causing differences between the creditors report and the trial balance.

Introduce a search function directly within the bank reconciliation page, so users can search/filter by value, description, or date, not just sort by them.

Add a hyperlink on the document side to a quick search function, letting users search by value, description, date, or document number if they cannot see an expected document rather than having to come out of the bank rec page.

Improve the supplier refund process by allowing direct unallocation of payments from invoices, without having to fully cancel the original payment. Could add Warning – undo allocation with remove Paylist stamp.

Add a hyperlink in the invoice selection screen to the 'document not showing on paylist' report that auto-fills the payment run details, so users can find why an invoice isn’t showing, without having to come out of the payment run

Display original details in a greyed-out section above the fields for reference. Easier to see what they original REQ vs PO vs GRN vs INV looked like without coming out and back in again