Ideas

The customer mentioned that it would be a good idea to have a warning come up to let them know that a Contract is coming up for renewal (say 30 days) so that they can start looking at Contracts with better value where possible. They would also pre...

Be able to use an emailer to select multiple debtors to chase up outstanding payments. It could work by a list of debtors comes up and from that list a number of them can be selected to receive a chase letter at levels 1 and 2. Level 3 could be pr...

It would be useful to have more options when exporting the Full Timetable, by year group, division etc

We will be having primary and secondary timetables and it is impossible to differentiate between the two from the wizard bar. Is it possible to have the title in the wizard bar changes to say "PRIMARY TIMETABLE (2025-26)" and "SECONDARY TIMETABLE(...

When you follow the steps to cancel a bacs run in V7, it takes a long time as you have to cancel each invoice individually. You then have to journal from the payment run clearing account the difference between the original paylist and the amended ...

I would love a cashflow report that finally works across financial years! A one month cashflow forecast isn't the most useful

When booking meetings the ability to duplicate over both weeks and also create meetings that span multiple periods to be entered in one go instead of manually doing a meeting over 2-3 periods which is prone to errors and time consuming.

In V6 there were GRN and PO tabs available but these are not in the links to make it quicker to get to when looking at a suppliers history. Can they be added into the Links > Extensions

Some laptops when connected to accounting don't connect properly with regards to the screen size that show through the remote desktop/gateway. Iris advised to change resolutions on main laptop after logging in, but this isn't a fix/don't sometimes...

In PSF v6 and earlier, it was possible to run an account enquiry at an ‘as at’ date. This was useful if you wanted to see – for example – which invoices were outstanding at the end of a month which had subsequently been paid, or which transactions...