Ideas

In the expenses module is it possible to have a record of the date the employee submitted their claim for approval, we can see the created date and the approval date but would like to know the submitted date.

Would it be possible to create a tick box on the purchasing portal, when creating a new order, " Do Not Send", which if ticked would exclude it from the Document e-mailer function.

As with the payroll approval tab, it would be really helpful to have an “Expenses Approved” button. This would avoid the need, when an ad hoc download is required, to change the date in the settings and then remember to revert it back to the origi...

A customer has multiple categories for support staff to track those whose contracts are on plus days - they also want to create time items that are exclusive to Support Staff - They cannot do this now without creating the same item and making it e...

Allowing a PO to amended once approved and have it re-route through the approval process will prevent duplication, save time cancelling and re-raising, and also allow for changes in prices during the purchasing process to be amended, rather than r...

We have a couple of departments where there are a large number of staff submitting time claims. This is usually organised by the department administrator and so adding them as an approver tag would speed up the process. However if I did that, the ...

Once an order is approved it cant be amended. If an order is raised against the wrong nominal code this creates a commitment against the wrong nominal code and wrong budget line. This cant be corrected while the invoice has been received. Can cert...

When we raise a REQ we can add an attachment but when we convert that REQ into a PORD the attachment is not carried forward onto the PORD. We use this for quotes etc. What we would like is for this document to appear at every stage up until INV. A...

To be able to run a report on a parent to see what messages they have opened and what they haven't as currently we can only do it by individual message or see the last 3 messages sent to them.

At the moment you can set a default VAT code but that applies to every order you place. On Financials you are able to set a default VAT code on a per nominal basis. It would be good if these defaults could carry over to PS Purchasing too.