Ideas

There should be an option such that a change in the registered office of the customer will automatically update for every individual client

There is no 'performance dashboard' to view for users with standard access. If user have access for the school profile and can update activities and issues, they should as well be able to see their school performance chart.

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

Head Teacher/ CEO / Trustees can see a full report within a property that shows all the answers to performance reviews and links with objectives. Instead of individually clicking and downloading every review which is incredibly time consuming.

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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

Similarly to how the Cancel Payment function works, could there be a identical function for supplier refunds, where it creates a Supplier refund document instead of a cancelled bacs/cheques document?

Currently the custom report builder does not link to performance module so you cannot run any custom reports. Adding in this link to performance module would massively improve the reports produced for performance module.

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...