Ideas

We have several credits on sales accounts but the direct debit calculations do not take this into consideration. We have opted for the brought forward balances to be shown on the invoices but have had several parents saying that there is an error ...

This came up during Workforce Census - If there is a situation where the Destination field for Employee A is empty and needs updating to clear a census error/query, the system won't be able to save this change if Employee B (the line manager) who ...

Helpful for new customers to add both historic data AND ongoing data whilst waiting for system to go live. Currently it is a very long winded system to load individual toil earned items and then also have to approve them individually.

When logging a time claim a school has requested we would rather the Total Amount box within the claim itself is not visible to the staff member as the way the system is calculating the claim total does not always reflect the amount due to the sta...

In iFinance under the Bank where one uploads bank transactions please can we have the ability to clear one transaction only and this could be at a later date than other transactions not allocated on the Bank. Please ensure that if one does enter a...

Request to toggle if the automatic self-certification email is sent to employees following sickness absence. This may not be a required process for some schools.

A better way for employees to request training from a list of available courses either online or offline for this to go through an approval process, with an approval process to be signed off once the course has been completed.

Please can you add a Name of Account field in the bank details section? Often the name of the supplier is not the name of the bank account and this would be helpful when creating a BACS file for the payment to be recognised correctly.

System currently sends a reminder end date approaching. We also set period between dates so set a reminder for those too