Ideas

Add a warning when reconciling a statement with a document in a different month, alerting the user that this may cause an imbalance in the bank reconciliation report as of that date.

Add a hyperlink on the statement side to search bank statements by descriptions, values, and dates without having to come out of Bank Rec page to find statements that may have been reconciled already.

Introduce a media approval stage after the payment run approval, so if the bank rejects the media, the run can revert to a draft stage for adjustments, rather than having to cancel payments and start again

Screwfix - The site managers across our 20 schools are asking if this can be an option.

When creating an activity at school or Trust level, we currently have no way of putting the location of where the activity is to be undertaken/completed, having the new field for this would allow a location to be added and will provide a better de...

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

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.

For Activities set up at MAT level, titles, descriptions, categories and frequencies should be locked and only be allowed to be amended at MAT level.

Payment Run - Ability to deselect all items. Unable to deselect all items bought through to the select the ones you require. When wanting to pay just one item deselecting them all individually is long winded.