Ideas

It would be useful to be able to lock the system at a trust and school level while we use the importer spreadsheet. At the moment if a change is made to the system between downloading and importing this spreadsheet, the change gets overwritten on ...

please can you build in a forced save prompt if i leave a page having entered data and forget to save?

It would be good to be able to make old VAT codes (eg pre Brexit codes) inactive to prevent accidental posting to them. Improves accuracy and most other accounting software have this capability.

Within EveryHR - Report Builder, a customer would like to have the ability to be able to create a report and decide whether the data being pulled is either: - Looking at only archived / leaver staff - Include archived/leavers

When in an absence instance, at the bottom you can add documents and also add notes. A customer has requested the ability for HR Admins / senior staff to write notes on these absences but NOT make it visible to the employee viewing from My Portal ...

Would be very helpful to be able to see if a certificate has been attached against staff members name on the completed training tab.

A trigger that includes instances of general absences

It would be more convenient if we could directly email receipts from the Customer Transaction screen ('Action' tab), similar to how we can email Invoices and Credit Notes. This would streamline our process and save us time. Currently, there is no ...

To be able to split the billing between Fee and Disbursement charges, so the parent recieves 2 invoices but they are separate from each other. It would also be good if you could almost tick a disbursement charge i.e a Transport cost and say, invoi...

The HMRC licence is valid for 18 months. As with bank feeds, users should be notified when a licence is approaching renewal or, at the very least, iFinance should prevent submission and display an appropriate error message. However, iFinance does ...