Feature Requests

Would like to be able to copy a planned item fortnightly, rather than minimum monthly. We pay our worker fortnightly which means that to get the plan accurate I currently have to manually enter each fortnightly payment.

Client has requested a Filter option within the Working Plan that allows customers to hide items that apply to a previous financial year.

Please bring back feature of cash manager rural - actuals and budget figures that could be on a set day of month (not end of month only). The revision date for the month would show actuals in one column and planned items in another

Can we please be able to split a given month into actuals and forecast on a revision date.

To be able to hover the mouse over the cell to see the individual amounts the total is made up of. So you don't have to always click and then view. The less clicks the better!

When updating the cashflow it would be a huge timesaver if we could right click to add a coded item to the working plan. If I copy line 2 overwrites other items in that cell

Currently if the OD interest rate is updated for the working plan that flows through to the Baseline Plan and it seems the amount of interest related to the forecast OD balance also flows through to the Baseline Plan so it is never truly "locked". I have had $40k changes in the interest from when the Read-Only Baseline Plan was set to 4 months later which is significant and makes a nonsense of it being a locked plan, and being able to compare changes from start of year to the updated forecast as the year goes on. The same issue happens where the Baseline Plan is based on the first month or two actuals in a year then the forecast, and even though it is supposedly locked, if changes are made in the actuals, these flow through to the Baseline Plan.

The commands at the top of the budget screen need to remain fixed. When you scroll down they disappear. Its very annoying when trying to analyse data against different years. I have to scroll up to change the year then scroll back down to find where I'm up to. Same as the disappearing commands on the side. I'd like mine to remain open all the time.

It would be useful to have the auto calculation of the overdraft interest still appear when in Revision mode Current Month - often the overdraft interest for the month is in the $1000's and not being able to see this in current month revision without manually adding it to Needs Action invoices to get a more accurate bank balance when planning the month ahead

It would be really useful to be able to record notes/justifications/assumptions etc against the main header (most left hand column) when planning. It would be a great place to quickly see how the plan (budget) items are calculated- eg per SU,ha etc. I have been running a separate file to record this and it would be really useful to have all in the one place.