Ideas

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...

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 ...

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...

On the salary screen you can delete erroneous records and then go back and rekey the data so that the salary history shows correctly. This functionality is not currently available on the job screen. It would be helpful to use the same functionalit...

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.

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.

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...

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...

Dual Payroll Approval system. The payroll batch has to be approved by both approvers before being sent to our Payroll providers for processing. This is a common and required feature for most sixth form colleges. This has to be included for Varndea...