Product Suggestions

Please increase the viewable size of the sub-program comments tab as we can currently only see 4 lines then have to scroll down to view more lines.

I am finding it exremely difficult with purchase orders being put for approval when we make notes - as I used to record Invoice numbers and when it was passed on for payment in my notes (or comments like back orders) for my own digital record keeping. I understand the description line and price changes puts it up for approval to maintain the integrity of the order but we need a space to keep notes without having to approve again (especially in schools where more than one person touches the same po) Thank you

It would be useful if you could upload Purchase Orders to Compass from Cases21. It would save a lot of double inputting of information.

Too many times, staff accidentally submitted purchase order in the wrong financial year (previous year). If there is a feature to locked the previous year for view-only that would be great.

I would like to see again when i look at sub programs and all their general ledger lines the comment section on each line. With the new platform we can't see this until you click on the pencil. This is difficult when approving purchase orders to ensure people are spending within their budget original requests. NOTE - When we complete our budget requests yearly - we get the staff to itemise each row in their submissions on the general ledger line with a comment on how / who / what they are spending. Please give us back this layout. BY the way i do like the committed & achieved on each line in the new layout. THANK YOU

Current behaviour: Only the PO creator receives a notification when a Purchase Order is fully approved. Sub-Program Managers and Business Managers are not notified when a PO reaches final approval. There is no field or timestamp showing when a PO has been emailed to the creditor. Problem: Sub-Program Managers must repeatedly check the Financial Management dashboard to see if POs are approved. This creates inefficiency and delays in sending POs to creditors. Requested improvements: Add an email and/or dashboard notification to Sub-Program Managers when a PO reaches final approval. Optionally notify the final approver as well. Add a “Date Sent to Creditor” field or timestamp when “Email Creditor” is used. Use case: Schools where the Business Manager is the final approver, but Sub-Program Managers handle follow-up and sending.

DE policy requires multiple quotes for orders over a certain cost. Currently it is not possible to attach multiple quotes to a line. This will cause issues with auditors in the future. Workarounds suggested by Terry are not realistic or sustainable.

Can you add G13 to the GST pick list

DUE TO DEPARTMENT POLICY, COULD WE PLEASE HAVE PURCHASE ORDERS THAT WHEN THEY MEET POLICY AND REQUIRE A QUOTE COULD IT PLEASE NOT LET STAFF GO ANY FURTHER UNTIL THEY ATTACH A QUOTE BEFORE THIS PURCHASE ORDER CAN BE APPROVED

When you used to duplicate a purchase order there was an option to choose todays date so you didn't have to scroll forward in time and find todays date. In the updated Finance module this option has been removed. I duplicate orders a lot and this was a handy timesaver that I would like to see restored. I have highlighted where the 'todays date' option used to be on the attached image. Thank you.