When you filter on a GL code (say by analysis code) it would be great to have a subtotal of the amounts displayed. Otherwise you have to manually calculate or download into excel and sum

Currently iFinance only shows the outstanding transations for customer statements and it is not very helpful when parents or customers need to reconcile all the spending and payments done. Therefore, it would be helpful if there was an option to g...

Request to introduce more granular permission settings for my portal/ View all employees that allow separation of visibility between personal details (e.g. contact info, ethnicity) and contractual/salary information. Currently, visibility is all-o...

At the moment, staff can book both general leave and holiday on the same day!

It would be great if you could report on shift patterns to provide line managers a report of all the team members shift patterns. At the moment the line manager will have to go into each team members individual profile.

Customer is integrated with Dataplan and has set up cost centres and nominals as custom fields which pull from the financial codes section within Admin - Main Settings. We need to be able to report on these fields. There is no way from Every to ru...

If uploading a single instance of a generic document, not linked to a specific employee, but we want it to be distributed to all, it would be useful to not have to save the file with each employees NI or employee number

The ability to warn approvers if the same timesheet or same expense has been submitted on a previous occasion.

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...

We have created a supplier on our system called credit card orders to cover the one off purchases on the credit card. We have come across a number of instances where the suppliers payment method in the purchase order (PO) is different from the inv...