Currently if you want to view a fee invoice on a customer you have to download the attachments, why is there not a preview box. It would make it quicker to answer queries and reduce potential GDPR issues with desktops being filled with downloads. ...

When staff attach photos to expenses on the expense app, the files being sent to iFinance are too large to then be sent over email to approvers. An expense app claim with 11 receipts attached is over 50mb currently. Please can attachments uploaded...

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)

Have a direct connection to the accounting software, Pennylane for billing purposes.

We’re exploring the introduction of a General Journal Approval workflow to enhance control and oversight in the journal entry process. This potential feature would integrate general journal transactions into the existing workflow approval engine, ...

The Missing Reports SSRS report is really good for looking at missing reports for Subject, Form Tutor, Tutor, Year and Head of House. However, we also set up reports for HOS and this is not included. This means that we have to go into each Head of...

We’re proposing a new feature that allows users to deactivate GL account codes, removing them from use in future transactions while retaining their historical data for reporting and audit integrity. Once deactivated, a GL code will no longer appea...

It would be helpful to be able to re order our routines under the Manage Routines tab in Portal Publishing. Currently they just seem to come up in the order they were created and as we have quite a few it would be helpful and tidier if we could gr...

We need to have the ability to review the audit trail for the approval process / cancelled orders as there have been instances where an order has been cancelled and we don't know who by / why. This would most likely be picked up by auditors and so...

It would be good if we could restrict users access to suppliers. For example a user set up to raise purchase orders, could the system give the ability to restrict the suppliers available for them to raise a purchase order against? This could reduc...