Ideas

Allow custom reporting on fields within Time and Expenses. Mandatory fields are created but the cannot be reported on for Finance.

It would be great if under the actions you could quickly create a credit note for an invoice - currently you have to do it manually and ensure you have used the same GL codes & VAT codes to ensure it is fully reversed

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...

Allow us to remove checks that we never use, e.g. EEA checks are now obsolete since Brexit Senior Schools do not need Childcare Disqualification checks

For each check the same person can click that a check is 'required' and enters the details. If it is not checked the red/green indicator will stay green. This is prone to errors / potentially to abuse - showing the SCR as up to date when there are...

Each overseas check (criminal records, professional letters and additional overseas checks) include a 'employee has worked overseas' checkbox. It would be helpful to have this separate and all to default to 'not required' if it is not checked.

Currently, if nobody has a check it does not appear as a column on the report. We need all checks to be in the report, so that it shows we have considered whether each check is needed.

The current report is really long and complex and difficult to check. It would help to have a summary report option which includes only Employee Name, Job Title, Employment Start Date plus 3 columns per check: Required Date check completed Checked by

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...