Ideas

Prior to the new workflow in iFinance, it was possible to exclude a supplier—such as utility companies—from the approval process simply by ticking a box in their supplier details. With the updated workflow, however, you now have to manually add th...

The system is useful in that it is possible to create cases with complete audit logs and user notes, as well as uploading documents to the system. However, it would be a significantly useful tool for users to be able to pull reports at a school (e...

Please can you add a Name of Account field in the bank details section? Often the name of the supplier is not the name of the bank account and this would be helpful when creating a BACS file for the payment to be recognised correctly.

Please can we have the ability when posting a Journal to select monthly so the journal can repeat over x months, as the only way currently is to copy and repeat and change descriptions.

Email reminders regarding outstanding training are sent at 3am. I have asked if this can be changed as this is not ideal. I have been told that this is not something that can be changed and to submit a feature request. Please can this be amended.

Additional fields for the criteria of entitlement groups would be a useful feature, for example all those on a fixed term contract or who have a particular amount of working weeks in their record.

The option to be able to view the data behind the tiles on the summary page for 'Employees records/ New employees/employees leaving/number of job roles etc. from the Trust level employees summary page.

A tracking system for ticket raise for support. Currently not always notified when ticket have been completed and issues have been resolved.

I would like our Purchase Ledger Administrator to be able to amend supplier bank details without the rest of the Admin functionality that comes with that. Is that possible?

We really love the split lodgement feature in the Sales Ledger and think this would be a very useful feature to have in the Purchase Ledger too