Ideas

Add paperclip icon to contracts summary tabs to indicate when attachments are included such as on Business activities. During set up process particularly it is very time consuming to check all contracts across 17 properties to check all schools ha...

We currently have the ability to see who the last person to open and read the document is, but could we maybe see a log of who created it as well.

The description field is not long enough - even if you press F8 for more detail to be added, this is applied to the whole document, not individual lines, and for sales invoices cannot be seen by the customer

We have centralised invoice processing for 14 of our schools and the data entry time is significantly impacted by having to exit and re-enter the invoice processing screen each time we need to change schools. This could be resolved by allowing the...

When you follow the steps to cancel a bacs run in V7, it takes a long time as you have to cancel each invoice individually. You then have to journal from the payment run clearing account the difference between the original paylist and the amended ...

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.

You should be able to, as MAT admin be able to turn this feature off, or if it is used then the activity should show in a completely different colour on the matrix.

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

A feature of being able to identify who has performed a reconciliation on the bank would be useful. Similarly, would be useful to see who has performed an allocation at the account level.

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