Ideas

In other systems I have used you are able to set a default nominal code for each supplier to save time having to type in the nominal code every time. For instance EDF is our electricity supplier so it would be good if when ever we entered an invoi...

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 ...

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.

I would love a cashflow report that finally works across financial years! A one month cashflow forecast isn't the most useful

Currently there are a set of dashboards for MIS, HR, Compliance & Finance. However it would be great to have combination dashboards for true data analysis i.e. 1) finance & MIS - what is the cost of a curriculum vs. GCSE or A Level results...

In PSF v6 and earlier, it was possible to run an account enquiry at an ‘as at’ date. This was useful if you wanted to see – for example – which invoices were outstanding at the end of a month which had subsequently been paid, or which transactions...

Some laptops when connected to accounting don't connect properly with regards to the screen size that show through the remote desktop/gateway. Iris advised to change resolutions on main laptop after logging in, but this isn't a fix/don't sometimes...

When running the exclusion data report for the current year, I have noticed that it is not pulling through the data for learners who have left. Exclusion data should be included for the period, whether the student was on roll or not. For example, ...

When completing statement reconciliations, customer wanted to view the opening and closing balances as an extra check that the reconciliation is as it should be.

Is it possible to get a report of users by useage of the portal, I am constantly short of Licenses, and need to see user useage. To make sure the more active users keep their license, and also to see if I still need so many licenses