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...

Since we have had inspections on attendance. For our KS5 students we were told that AM/PM marks must be available for these students regardless of if they are Timetabled for that time or not. Experience on working on other MIS, you were able to se...

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 ...

Now that flexible exam access arrangements can only be added and edited in the External Exams Manager module, please can iSAMS create a more granular permissions structure within the module so that we can restrict user access to only the Candidate...

While the new list is improved, it is still not user friendly and leaves out a number of 'options' we allow for/have notes on. There is no JCQ guidance on restricting what we can use at our centre as an aide memoire - can the list become a global ...

It would be great to have a feature where you can favourite/separate particular reports within Registration Manager. This is because there is a whole host of options for reports of which we only use a couple - however, we often cannot remember the...

Enable the building of custom reports within the reports generator within the activities. I am looking to generate a report on activity entries to and from specific dates. Currently, every time I want to run a report on a specific activity, it run...

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 ...