Ideas

It would be helpful to have a notification when a post or vacancy has been approved. The process for approval is useful for our CFO so he knows what to expect budget wise, but once it has been approved it relies on the administrator to check.

Currently iFinance only shows the outstanding transations for customer statements and it is not very helpful when parents or customers need to reconcile all the spending and payments done. Therefore, it would be helpful if there was an option to g...

Currently, the system only supports monthly spreading of prepayments. This results in an excessive number of journal entries each month, cluttering transaction reports, complicating review processes, and making it difficult to track prepayment rel...

iFinance - AP Inbox should also process credit notes as well as invoices. If all our suppliers are sending the invoices and credit notes to the specified email address that is linked to the AP Inbox, why does it not deal with both? To treat it dif...

It was raised to me that people may have a preferred name for quite sensitive reasons, for example someone who is none binary might feel their name reflects to heavily on their gender assigned at birth so identifies with a more gender neutral name...

It would be helpful to be able to alter the VAT coding on transactions via the transaction browser. I am aware that currently this can only be done on bulk invoices & therefore not sales invoices or item invoices

The option to copy an employee who has moved to another property within the Trust. I understand old records need to remain for Workforce census, but moving them or copying them would be helpful.

I would be useful that when staff leave and are archived that they can be automatically removed from the user groups they were allocated to.

The new VAT audit trail report is great, thank you for adding it. It will making our partial exemption workings much easier. Unfortunately, it has a serious coding error in it so it cannot be reconciled to the VAT100 report. the "Tax Amount" colum...

Request for automatic email notifications to be sent to a staff member’s line manager when a leave of absence is approved. This ensures awareness for operational planning and cover arrangements. This would be useful if line managers are not a part...