Ideas

this function would help to minimised issues raised by multipole persons raising the same issue or similar

Similar to incidents, can the location pull-through be added to issues as well?

it would be really useful to be able to run a report for all unread documents rather than having to go into each document.

Contracts that are set to automatically rollover should not require manual intervention the keep changing the date. Is there a way for the system to recognise that the contract is set to automatically rollover to the renewal date specified when th...

Currently a VAT description is mandatory when setting up a new supplier. Please make it mandatory that the VAT number is also mandatory or there is a drop down to select NO VAT number, it would save the person completing the VAT return for a large...

Adding a filter and search bar for documents. Like we have for Issues to be able to filter through documents easier incase of accessing files in an emergency.

Easier to use allocations menu, the current drag and drop is a bit strict where if you drop in the wrong place, it will start a fresh allocation.

having a tick box on the compliancy matrix so when setting up new schools and adding the Activities, You can tick the activities you needed rather than going though each one, 1 at a time

As a Trust, having multiple schools and multiple activities can be confusing. The compliance matrix does not pull through all of the MAT monitored activities therefore is not reporting correct data. My suggestion is that in the downloads for excel...

Could we add the TB onto the Creditors/Debtors report? Makes it easier to compare the 2 at month/year end