Ideas

The ability for a member of staff to cancel their own holiday request when it is still pending within the self service portal.

Natwest bank have a bulk template import and you do not have a bulk payment download This option>> 39. NatWest Bankline Standard Domestic Payment (.TXT) << produces multiple single line payments and multiple contras on Natwest Bank sta...

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 if we could edit templated forms. At present we have to create a whole new one, save it under a new name then delete the old one which is really time consuming when you have a perfectly good one sitting there which could easily...

It would be good if we could restrict users access to suppliers. For example a user set up to raise purchase orders, could the system give the ability to restrict the suppliers available for them to raise a purchase order against? This could reduc...

It would be really useful if parents could be added to a waiting list, or set up an alert if a space becomes available at a club. Thanks

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...

Prince Regent Street Trust would like to be able to filter parents by reg group or year group. For example, if inviting particular years groups to an event when a response is required.

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.