Ideas

When I send a reminder to customers with statements it would be good if colleagues were able to see the message sent. Currently its locked to only the sender can view

Return to Work forms and notification emails to be generated on the last day of the absence not the first. Schools are reporting that forms are being forgotten if an employee is off sick for a longer period of time. Generating the RtoW forms and n...

I find the search function to be inconsistent in iFinance... In Journal entry creation, for GL account, you can type in the account number or the account name and the search returns anything (be it the code or name) that matches, This is also true...

For a supplier invoice, if I make more than 1 entry to the same gl code and same analysis code on the AP side, I want to see these separate details when it goes to the GL side. I don't want it to be added up. This is becuase we do day trips which ...

Feature Title: Optional Task Assignment in Task Templates Business Need / Problem Statement: When creating a Task Template, the system currently requires the task to be assigned to either an individual user or a user group. This mandatory requirem...

Can the changes that flow into the payroll approvals section use the preferred name instead of the first and last name? (or even have a toggle) In this situation there is a person with first name "Georgina" and preferred name "George" which the cu...

It would be useful to have an option to be able to pay overtime at an employees daily rate. There is currently no option for this.

it would be useful for expired courses i.e. KCSIE 2024 could be deleted from the central course library, regardless of staff completing the course.

We’re proposing the ability to deactivate bank accounts within the system, helping finance teams better manage obsolete or inactive accounts without compromising historical data. Currently, all bank accounts remain available for selection in trans...

When an employee transfers to a new role within the same site, there should be away of moving their outstanding toil and holiday to the new role. Otherwise there is a lot of manual work to do this.