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

It would be helpful if Term Dates could be visible in the calendar so that when staff are booking holidays they can see when the terms start and end.

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.

I can see that permissions can be granted but if someone is to be given addresses then they have to be given other information such as salary which isn't appropriate. This is for our Head's PA so it would be very useful for her to be able to acces...

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 ...

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...

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.

Currently, Every HR only accepts 7-digit Teacher Reference Numbers (TRNs), in line with the guidance provided by the Department for Education. However, teachers in Scottish schools are issued with 6-digit TRNs, which means their reference numbers ...