Ideas

I find the search function to be inconsistent in iFinance... In Journal entry creation, for GL account, you can type in the account number or the account name and the search returns anything (be it the code or name) that matches, This is also true...

Prior to the new workflow in iFinance, it was possible to exclude a supplier—such as utility companies—from the approval process simply by ticking a box in their supplier details. With the updated workflow, however, you now have to manually add th...

When parents complete an iSAMS Enquiry form, they get a generic message to say that the form has been successfully submited. As this may be the first response from us to the parent, we would like to be able to personalise the message to thank them...

For a supplier invoice, if I make more than 1 entry to the same gl code and same analysis code on the AP side, I want to see these separate details when it goes to the GL side. I don't want it to be added up. This is becuase we do day trips which ...

The HMRC licence is valid for 18 months. As with bank feeds, users should be notified when a licence is approaching renewal or, at the very least, iFinance should prevent submission and display an appropriate error message. However, iFinance does ...

When teachers get new classes in September, they look up students' medical conditions, etc., but we'd like a way to make it more obvious when a brand-new medical condition has been added to the child's record - and because it can be very important...

We would like the ability to copy report mappings too when copying a grade book. I.e. we could create templates and copy them in their entirety and just make small amendments instead of creating everything from scratch each report cycle.

We would like to send out promotions, reminders and general updates to Agents to keep their interest in our Summer School ongoing however we cannot do this via the Agent Manager as there is no capability to send out a mail merge using the Email Wi...

It would be great to have a way of seeing who is currently logged into the system. I regularly have to open closed period to post journals etc but don't want anything else posting while the periods are open. I currently have to guess who might be ...

Please could the system total up the hours when submitting a time claim. Currently, the start and end times are entered, but the total time has to be worked out and input manually. We have a lot of casual staff (invigilators) who will need to subm...