Ideas

There has been a request for the SCR module report to provide a more concise / reduced report. The customer has provided the attached as an example for future developments.

The HMRC licence is valid for 18 months. As with bank feeds, users should be notified when a licence is approaching renewal or, at the very least, iFinance should prevent submission and display an appropriate error message. However, iFinance does ...

Most schools have a required social media check as part of the SCR. It would be good if this was built in to the system as a default check rather than having to be built in manually by every school using the 'Other checks' feature.

It would be useful to be able to plan and schedule training for the year in one go say in the summer holidays and then have the course reminders go out as per the schedule as and when they were due.

It would be more convenient if we could directly email receipts from the Customer Transaction screen ('Action' tab), similar to how we can email Invoices and Credit Notes. This would streamline our process and save us time. Currently, there is no ...

When processing lodgments from the bank feed, it would be good to be able to enter negative values, as most of our lodgments have card transaction fees included, so the full income needs to be posted separate from the fee. Currently, we process th...

It would be great if we could add additional sections to the advert campaign for example id really like a box near the top of the advert to clearly define what qualifications are required for the role We also get a lot of feedback regarding the fo...

I would like the employee personal info payroll generated number to be available at the moment we use the field SalaryInfo.PayrollNumber but if an employee has two records this does not repeat and in any case it is a manual field whereas the payro...

Could we have a field on the analysis codes so that we can ID the VAT status of each cost centre eg Vatable, Partial Exemption, Not Vat Recoverable. This would ease the partial exemption calculation once data is exported to excel

Please can you considering including a feature within Tasks whereby if for example some one leaves, the Task can be pre-assigned to their Line Manager. Currently, the only way to do this is to individually select the Line Managers name and task ha...