Ideas

The current report is really long and complex and difficult to check. It would help to have a summary report option which includes only Employee Name, Job Title, Employment Start Date plus 3 columns per check: Required Date check completed Checked by

iSAMS has three address lines, but iFinance only have two In iFinance, address line 1 can be 50 characters and address line 2 can be 50 characters The synchronisation will add address line 1 from iSAMS to address line 1 in iFinance, and take a...

Is it possible to include a notes section when creating a post/vacancy that authorisers can refer to prior to approval? At present, this information is shared via email between HR, Finance and School. It would be beneficial for approvers to be abl...

Currently if someone is in a team they can be given permissions to see the absence calendar for other members of the same team, however this won’t allow them to see a team calendar focussing on absences for any direct reports (staff they line-mana...

It would be good to be able to make old VAT codes (eg pre Brexit codes) inactive to prevent accidental posting to them. Improves accuracy and most other accounting software have this capability.

When there are a huge number of transactions within the imported bank statement, it would be useful to be able to sort by value (low to high) within the whole feed or within a particular day. It would also be helpful to be able to search for a tra...

To add the drop down option Not Applicable to the Identification checks and other checks within the ID and other checks section of the SCR.

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 ...

Can notifications to staff for the weekly updates only be sent when they have a task outstanding. Staff do not need to be notified that they have 'no outstanding activities'. Surely more relevant if they have outstanding tasks to complete?!

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...