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 ...
It would be helpful to have a notification when a post or vacancy has been approved. The process for approval is useful for our CFO so he knows what to expect budget wise, but once it has been approved it relies on the administrator to check.
System to total up hours on time claims and send notifications
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...
The option to copy an employee who has moved to another property within the Trust. I understand old records need to remain for Workforce census, but moving them or copying them would be helpful.
Change iFinance address fields so that they match iSAMS address fields
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...
Other accounting systems allow you to choose a tax code when posting journals, if I need to do adjustments I can't currently do so. The vast majority of journals would be no VAT but things like the Tour Operators Margin Scheme on trips, we need to...
The option to be able to view the data behind the tiles on the summary page for 'Employees records/ New employees/employees leaving/number of job roles etc. from the Trust level employees summary page.
The option to run a report from the Case Management to be able to filter how many cases and by type and or a summary page of data showing case numbers/type/open/closed etc.
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