Ideas

When you filter on a GL code (say by analysis code) it would be great to have a subtotal of the amounts displayed. Otherwise you have to manually calculate or download into excel and sum

We’re proposing a refinement to our period control logic to allow allocations in a closed period, with restrictions applying only to FX-related allocations. Currently, all allocations are blocked once a period is closed, limiting flexibility for u...

It would be a really useful feature if you could copy the split billing rules from one pupil to another. his would help with siblings and also when there are a number of pupils that a company pays certain fees for.

Our auditors have highlighted that when running a report from the Risk Register it should include the following fields: the owner of the risk, description of the risk,gross score and residual score. Could this be included or could we have the opti...

The customer would like the ability to create a Contract at MAT level then distribute it to a number of schools in their Trust.

iSAMS has three address lines, but iFinance only have two In iFinance, address line 1 can be 50 characters and address line 2 can be 50 characters The synchronisation will add address line 1 from iSAMS to address line 1 in iFinance, and take a...

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 have recently had a member of staff leave. So on Every compliance activities, i will now need to update 50 activities one at a time to change the assigned to as their is no bulk way to update

Right now, downloading the All Issues.xlsx report from the KPIs menu gives you every ticket ever created for a category. When there are a large amount of tickets, the report is incredibly hard to manage, often crashing the spreadsheet software if ...

Adding this feature in would enable teams to be responsible for activities rather than named individuals and if it was possible to show who had reviewed or actioned items this would also be useful. Issues are rarely dealt with by one person. At th...