Ideas

Within our company, all purchase invoices must be checked by the Accounts Supervisor or Finance Manager before posting to ensure all details are correct e.g. VAT treatment for trips, nursery or partial exemption. This is a rule within the Finance ...

When safeguarding documentation such as DBS checks are added to supplier profiles it would be helpful for this to be shared with all property's. Suppliers are active across multiple sites and are having to send the information to each individually.

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. ...

When items are flagged in a checklist - they should automatically be raised as an issue. The only way I would know if a school has issues within the checklists is if I physically open and scroll through - not a great use of my time.

As we create many projects for long term, allow a box on the central projects list to only view "Live" projects. This would allow us to not only see just those we need to centrally, but also manage overall costs, allocations etc

Audit trail to easily identify where an admin has signed off activities across multiple sites.

When creating an activity at school or Trust level, we currently have no way of putting the location of where the activity is to be undertaken/completed, having the new field for this would allow a location to be added and will provide a better de...

We set our own descriptions on our MAT, if I were to change a description at MAT level. It doesn't take effect at school level even though they are mapped. This then means you have to go into each property and change each description seperately.

Other accounting systems allow you to choose a tax code when posting journals, if I need to do adjustments I can't currently do so. The vast majority of journals would be no VAT but things like the Tour Operators Margin Scheme on trips, we need to...

Please can you remove modules that have not been purchased from the side navigation on the left