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 ...
It would be a good if employee working patterns were visible in the directory. This would allow staff to quickly check who is scheduled to be in on a given day, if they have the right permissions.
It would be helpful to have a notification when a post or vacancy has been approved. The process for approval is useful for our CFO so he knows what to expect budget wise, but once it has been approved it relies on the administrator to check.
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 to set absence time based rules based on a certain date range per type. i.e. 2 days notice for a 'moving house' category of general absence.
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.
BI code imported to iFinance debtors account from Fee Billing are often wrong!
When transactions are imported from Fee Billing into iFinance, a BI/analysis code (cost centre - dept) is attached to the debit side of the transactions that is posted to debtors control. This may be acceptable for single line invoices, but make n...
I use ODATA link for reporting regularly, it is the most efficient way for me to update our management report. However, there is currently no ODATA link for Fixed Assets Register, and the new Approval Workflow Listing. Both of them will be very he...
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