Ideas

The customer requested that there be the ability to create and filter a report in Contracts that can be filtered to show criteria ie >£100K

This would enable at a glance viewing using the search and sort field, especially handy for a Trust with multi sites. .

Can the contracts that are set as naturally expiring, automatically expire on the set date and change the status to ceased and archive themselves? At the moment we rely on each property administration to go in and amend this, the system should be ...

One key limitation of the issues tracking module is a lack of being able to monitor each ticket against an SLA. It would be helpful if an SLA could be assigned to each ticket which shows a countdown of time remaining to allow closer monitoring, pr...

Unable to undo allocation from a document on a payment run Unable to properly process refunds

Enable the building of custom reports within the reports generator within the activities. I am looking to generate a report on activity entries to and from specific dates. Currently, every time I want to run a report on a specific activity, it run...

At the moment when new users are created (in our case usually automatically by being pulled through from EveryHR) it defaults to that user receiving no email notifications. Ideally we would want to be able to set some defaults so that, for example...

We are a growing trust and have recently started using the MAT Compliance Matrix. I have just been on Chat to find out how the matrix can indicate that remedial works are required following a statutory service. I'm extremely disappointed to be adv...

Duplicate Invoice number across locations. Currently the warning only appears when the same number if used on the same location. If this could flag across locations that would save duplicate orders being rasied.

MTD types in analysis fields of VAT Account, could it also put this on the docs inside the vat account? Gives easy access to confirm when a document has been included in a VAT return