Ideas

Having set up a register for scholarships, bursaries, and other discounts, it would be useful to be able to use information from this register in Fee Billing in order to apply discounts (as is currently possible via custom groups created in Pupil ...

There has been a request that the personal information field "Legal Gender for HMRC" should be in the Sensitive Data section of an employee record.

If an invoice comes in over a value set for the primary approver, we have to manually get their approval before the secondary approver can sign off. For example if an order is £1,000, but the primary approver's limit is £500 we have to email them ...

It would be a great help if we can have multi level authorisation for generating Purchase Orders in iFinance. As of now there is only 1 level of approver mapping is available based on value of Purchase Order. It will be a better solution to have m...

When a Line Manager requires changes to a holiday request it would be helpful for the colleague to amend the holiday request rather than the Line Manager having to delete it and the employee submit a new request. It seems incongruous that the empl...

Allow any changes made in Every HR, from absences, contract changes and address changes, to be synced back into Arbor. Any changes to Arbor to be reflected in Every HR after the initial sync.

Some of the charge codes that have been set up by previous staff are difficult to find by scrolling as they aren't set up consistently. Would it be possible to have a search function to be able to more easily locate codes.

We have instructed our team to use the authenticator app when accessing Every to ensure the security of their information. I noticed that when logging in there is a link under the code box (for the authenticator code) that says "No app? Send email...

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...

The ability to create a letter from within iFinance would make the credit control process much more efficient and less prone to error. We are a school and our customer accounts are fee-paying parents. From the Sales > Customers screen, for each...