Ideas

Is it possible to set all searches as all periods as a default, we spend hours searching the purchase ledger and everytime we go into it, we have to change the settings to be all periods, could this not be the default setting, across the board for...

Central users appear in the Document Read/Unread statistics for every property they have access to instead of only showing in the property they are actually in. (Default Property) This has been highlighted as one of our schools is compliant bar 1 ...

We have been working on our 'documents' section of Every Compliance and have a suggestion that would make things so much easier if it could be done. Each time we want to change a policy, we have to download it, change it and then reupload it. If t...

Hi In Version 6 there is an option to add the Location Column in any of the detail equiries and favourite reports. This is not available in version 7 and so unable to provide the accountants with the Trial balance by Location and have to use versi...

Be able to create a group of documents to be able to assign them to user groups. Such as staff handbook to be read and agreed by all staff each year. It will save having to assign each document individually.

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

In the new Documents update, there is a bulk update at school level to edit, review, and distribute the documents, however there is no option to bulk update or edit at MAT level, it seems like this feature is already in effect at school level so h...

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

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...

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