Ideas

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

Can the confirmation of payee also check the Supplier account, it is checking the Bank Details for, matches the Bank details account? E.g. Supplier Account: ABC Company = Bank Details title: ABC Company

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

Adding back in the favourites bar would allow access to commonly used functions within PS Financials which works really well in version 6, saving a lot of time and allowing the system to be altered by user for their own preference

In version 6, there is no limit on rows when running account enquiry.This aids reports that are needed during year end to supply to auditors and when reviewing our main purchase ledger. It would reduce time taken to run reports and changing period...

On version 6 there is an option when running the TB to exclude zero balances when running the TB, this isn't available on version 7. The option to exclude zero balances is useful to reduce run time and cleanse reports within the system, rather tha...

It would be helpful if we could set permissions so that some admin / reception staff can see who is on the Single Central Record, without being able to see the details or the reports. If we give staff access to the details page, they can also use ...

There has been a request for the SCR module report to provide a more concise / reduced report. The customer has provided the attached as an example for future developments.

It would be really helpful to administrators if web users could reset their own passwords.

We are looking to get a report on how many emails we have sent out over the last 3 years (a total for each academic year, running from August to July inclusive)