Ideas

Purchase Orders Awaiting GRN by Req Creator Report - Can an extra column be added to this report showing the amount remaining/awaiting to be GRN'd on the order?

When in the Doc Publishing Screen and the Email History Screen, introduce a function that allows you to export this data to excel so that you can find what you need much more easily.

When importing pupil recharges to iSams the VAT code is assigned to the analysis code which can not be adjusted, only through a time consuming exercise of changing it on each pupil, which defeats the purpose of importing. It would be a great help ...

We want to be able to create a charge sheet by subject which can be sorted by class and in alphabetical order. Currently the spreadsheet adds everyone in alphabetical order only. We also want the ability to add additional lines for the same pupil ...

Prior to the new workflow in iFinance, it was possible to exclude a supplier—such as utility companies—from the approval process simply by ticking a box in their supplier details. With the updated workflow, however, you now have to manually add th...

It would be really useful if you could delete recurring charges/fees in bulk for just one cycle. We currently have different cycles for fees and disbursements. When a new cycle is generated the fees are automatically posted because we have set the...

Could you add to the reporting suite a report of changes to supplier bank details. Our Auditors have been asking for this for the past 2 years, so fairly sure other auditors are asking for the same thing.

To reinstate the narrative would help all users. It would save time trying to find the correct heading to click into, particularly around tasks that you do not do every day and may need reminders.

I need to know the full list of people that have been assigned a licence on the purchasing side. I can see the list, but as there are alot, I will have to screen shot a few times. This would be helpful when people leave the business.

To have the option to have two users require to set-up a supplier or change supplier bank details (e.g one to enter and one to authorise before supplier/changes is open for use on system). This was raised as a system weakness by our auditors last ...