Ideas

It's very frustrating that we can't correct postings once they are processed. For example if a purchase invoice is incorrectly posted to a BI code it's not possible to change it. It's also not possible to delete it either - only reverse it. These ...

There is currently no option to make a draft purchase order. Our teachers and support staff often start a PO and need a save draft option if they are quickly needed somewhere else or balancing tasks. It would be helpful if they could do a draft sa...

Allow staff to view their own personal details (but no other staff members) so they can update them if their details change including sos contact etc

Currently there is no easy way to review invoices to see if they were loaded automatically via the AP inbox or loaded manually. Can there be a flag on invoices to show if it was loaded via the AP inbox. Sometimes staff are uploading invoices manua...

It would be really great if we were able to easily produce a report from IFinance for Prepayments. The system is great, if you use the prepayment journal it creates all the journals for the months, but you still need to keep a spreadsheet running ...

We have an number of obsolete bank accounts and it would be useful to remove these from the banking screen so only live (used) accounts show.

Could there be the functionality for more than one contract be recorded under an employee along with their associated pay.

When adding additional forms the order changes but we are unable to modify this so our most used forms appear first. It would be helpful if we were able to amend the form order.

Some staff do not want to put an app onto their phone, they would like to claim expenses on the web therefore it would be useful to have a web portal for this purpose rather than solely an app.

When setting up the Security Options for who has what access to the HR Manager module, if you select Add User > Username, the list not only shows all staff but also all the parents Usernames for their Parent Portal accounts. Can the list please...