Ideas

Once a member of staff is archived, it would be helpful if they no longer showed up on the 'Users" list as the list becomes extremely long.

Add paperclip icon to contracts summary tabs to indicate when attachments are included such as on Business activities. During set up process particularly it is very time consuming to check all contracts across 17 properties to check all schools ha...

Incidents - could there be a drop down to add the Head of department and a notification sent to them when an incident has been logged

The reports in the incident area are limited - can there be a report where it pulls data from all the fields, so I can filter what I need etc.

We have recently set up and enabled SSO for iFinance. When we click on the SSO sign button, we are directed to a sign in screen where we need to input out email address, and then click sign in. This seems like a redundant process and so it would b...

The customer requested that there be the ability to create and filter a report in Contracts that can be filtered to show criteria ie >£100K

iFinance is 10 years behind other software and needs a drag and drop capability when uploading invoices etc. The save, search, upload function as it is, is so time consuming it is driving me to look at other providers.

The ability to change the default filter when viewing customer or supplier transactions to All Transactions rather than Outstanding Transactions.

All budget holders are set-up as approvers on the system. However next level/higher level approvers are also set-up on the system to allow for the Worfklow process to work. This means higher level approvers are linked to multiple analysis codes of...

Dear isams Support Team, I am writing to inquire about a potential modification to our current billing system. Currently, we would like to request a feature that allows the system to automatically generate a Credit Note as a separate document from...