Ideas

Currently if you want to view a fee invoice on a customer you have to download the attachments, why is there not a preview box. It would make it quicker to answer queries and reduce potential GDPR issues with desktops being filled with downloads. ...

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

Instead of having to select each individual invoice to resend for approval a button that allows to resubmit all outstanding invoices awaiting approval to be submitted again.

When I send a reminder to customers with statements it would be good if colleagues were able to see the message sent. Currently its locked to only the sender can view

Every time an invoice is resubmitted for approval the screen refreshes and takes you back to the top of the screen. It would be helpful to take you back to where you were in the screen as when you have more than 100 items its more difficult to nav...

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

We’re exploring the introduction of a General Journal Approval workflow to enhance control and oversight in the journal entry process. This potential feature would integrate general journal transactions into the existing workflow approval engine, ...

We’re proposing a new feature that allows users to deactivate GL account codes, removing them from use in future transactions while retaining their historical data for reporting and audit integrity. Once deactivated, a GL code will no longer appea...

Screwfix - The site managers across our 20 schools are asking if this can be an option.

Hi, we have gone to complete our 6 monthly payment practices report for the DfE and the report has now changed and asks for the 'Value' of payments made between 1 and 30 days, 31 and 60 days etc rather than the number and % of payments. The PSF re...