Ideas

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...

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.

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

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 checker should check POINS against PI's and Vice Versa to avoid paying the same invoice twice.

Freeze the activity part to the compliance so when you move the bar across the bottom you can still see the activity

When granting access to create INV in Purchasing, can it automatically give access to POINs

On Self Service once user is added, the location access cannot be changed to add or remove access

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...

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