Ideas

When in an absence instance, at the bottom you can add documents and also add notes. A customer has requested the ability for HR Admins / senior staff to write notes on these absences but NOT make it visible to the employee viewing from My Portal ...

Staff are unable to claim for an INSET date without us having to switch off the ‘Outside Working Hours Only’ option for overtime on all 21 schools, and then switch it back on after staff had made their INSET claims. This doesn’t really sit well wi...

We would greatly appreciate the ability to add document attachments for bank transactions when using the "create new posting" or "sundry bank payments/receipts" actions in the Bank module. Currently, to add copies of receipts, remittance advices (...

When posting bank payments/receipts, currently the dimension tag chosen for the posting is also applied to the VAT code and bank's GL account. This results in any budget reports that include both balance sheet and P&L accounts to not accuratel...

The locked down budget holder report brings up any budgets (dimension tags) that the user is an approver for. Many people approve invoices for generic budgets that are managed at a high level reporting. But because they are an approver for that bu...

Absence reporting - The details box which you can't report on from within an absence instance. For example, when an absence request is made and details for the absence are added to the details box, I cannot report on this information as there is n...

There is a discrepancy between transaction dates in the iFinance bank feed and actual bank statements, particularly with Barclays due to their unique API rules. Since quick changes are not feasible, AIQ could provide users with more control over i...

There is currently no way of quickly seeing who the assignees are of a particular Approver Tag unless you go through each employees record to find if they have the tag or not which is very time consuming. It would be great if we could click select...

Approval of Journals prior to posting to the GL in iFinance as an internal control measure for different levels of staff members in a department.

Since AIQ changed BI code to Dimension tags, there is a serious glitch in the program, that must be rectified ASAP. If you try to edit transaction dimension tags/BI codes in already processed transactions, the system over-writes ALL dimension tags.