Ideas

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.

We require the ability to insert a unique field into a mail merge letter to parents using external data from an Excel spreadsheet. For example, we send out a unique hyperlink and separate code to parents for accessing their child's school photo ta...

It would be great to be able to change the format of the merge field "Date". We would like it to look like this: 4th September 2026

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...

We don't have a process for the handling of cancelling additional BACs documents such as B2, B3, etc. You'll have to undo the allocation and manually cancel the B2 or B3 document. I think this is a fundamental issue. We have the ability to create ...

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

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 addition to the categories, being able to assign a year group(s) to an event would be great. Parents could then filter the calendar on the Cloud Parent Portal to events that their child(ren) are in. We wouldn't want to do this via categories, l...

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

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...