Ideas

When logging a time claim a school has requested we would rather the Total Amount box within the claim itself is not visible to the staff member as the way the system is calculating the claim total does not always reflect the amount due to the sta...

There should be an option such that a change in the registered office of the customer will automatically update for every individual client

There is no 'performance dashboard' to view for users with standard access. If user have access for the school profile and can update activities and issues, they should as well be able to see their school performance chart.

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...

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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?

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...

The calculation of amount claimed for a time claim to be done to two decimal places. When calculating the amount claimed this has increased due to the four decimal places. If this is calculated to two decimal places the amount claimed is correct.

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