Ideas

Currently, when an activity is awaiting documentation, the colour is red or green. Green makes it look completed and that there is nothing outstanding, whereas red makes it appear as if the activity has not been completed. This has created a lot o...

Feedback from Roadshow - The 'Do you want to see allocated items' screen is not needed/used and provides an additional step in the process

Is there any plans to incorporate a Direct debit collection module into Accounting, its more of a wish list at present but parents are asking more and more if we can set up direct debits at the moment we encourage them to set up standing orders. I...

Is it possible to flag Non order invoices on the system to a named user in their locations workflow. We are finding that we need to monitor non order invoices and bring schools to task over them, but by the time they are in a BACS its a little to ...

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.

In V6 there were far more search options available. It had the ability to search the purchase ledger for a suppliers by title, account, postcode, town, address, county, country, contact, telephone, email address, bank sort code and bank account nu...

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

It would save time and be helpful for the pop up screen to display the Document Number assigned when posted. At present, a Document Search needs to be run to identify the number.

Once the PO is approved, having an automated PO send option for all approved POs would be beneficial to save time and prevent human intervention, allowing for missed communications