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 ...

It would be really helpful for the document preview window to be available when entering debit notes as it is when entering invoices. Currently you need the document on a separate screen to have the information available to enter.

It would be helpful to have a users forum so that users of the Every HR can share ideas of how the system can be used. This would help overcome any issues that they may have experienced and how they were resolved. might help free up the support ch...

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...

The ability for a member of staff to cancel their own holiday request when it is still pending within the self service portal.

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...

Currently we are resubmitting invoices to teachers who have yet to approve their invoices, the system should start to remind them on an increasingly frequent basis.

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...

The system is useful in that it is possible to create cases with complete audit logs and user notes, as well as uploading documents to the system. However, it would be a significantly useful tool for users to be able to pull reports at a school (e...

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.