Ideas

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.

We purchase from Amazon using a company account. We use 4 customisable fields on our checkout page which are compulsory and these then appear on the invoice that is sent to our AP Inbox (see yellow highlight on attached invoice). Can iFinance use ...

Any document uploaded against a candidate or by the candidate in the ATS to pull through to the Employee documents area to futher reduce workload and duplicate data entry.

Ability to create a contract of employment for a candidate matching the job role information with the information from the candidate portal. With an option to e-sign the document before converting to an employee.

The ability to warn and / or restrict individuals from submitting expenses that are a certain age i.e. over 3 months old.

We have to add new fee allocations each year just because our fees change. It would be so much better if they could be amended.

It would be very useful if we had the ability to add a attachments to the school fee invoice email template. We often have the need to attach documents/information with our termly invoices and currently have to use alternative methods to do this.

The ability for an employee to create their objectives, for a line manager to then review and agree. Compared to the existing process where an objetive is created and assigned to the employee.

We have a long list of deposit types including registration fees. Some of these are no longer used and it would be useful to be able to set these to inactive.

Our current fee billing software allows us to manage sibling discounts by automatically managing sibling links. It knows therefore to allocate each second and subsequent younger sibling with a 10% discount. When a sibling joins or leaves it would ...