Ideas

Can we have the function to assign a line manager to the staff member in the system please? For all support and teaching staff. At the moment you have to create a custom global list entry, add all the people to it and then create a custom field li...

We have high instances of detailed transaction tabs not reconciling to the summary Business Analysis tab. The work around we have been given is to manually intervene with a forced update through GL Explorer. Unfortunately we are constantly having ...

The detailed transaction tabs on Budget Holder reports only show separate totals for the debits and credits. Please include a net total debit/credit field to allow an instant check that the detailed analysis tabs actually reconcile to the summary ...

There are a few statutory training sessions all staff need to attend, and it's currently not very easy to record the fact that staff have, or have not, had a particular training session in iSAMS. It would be great if we could create a training ses...

Please could there be some sort of pop up notification when IFinance are aware of an issue to prevent us bothering our internal IT teams. For example, when there is an issue with the APInbox. It is frustrating when I log an issue and IFinance are ...

The i-Finance Payment run BACS files should be read only! This is important for security, as someone could change the bank information on the file before being uploaded to the bank/BACS provider. The only indication this has happened is when a sup...

It would be really helpful if certain fields (or just custom fields) could be selectively added to the Wizard bar view for the module. For example Car Registration. We have certain staff (eg Reception) where it would be extremely useful for them t...

I would like to create a payment item with two options to tick - eg size and colour. This is for our leavers hoodies - we have to set up a form with size and colour, and then a seperate payment for the hoodie price. This usually means that a paren...

In Pupil Manager, within the Documents & Files section, we are able to set access levels to the different categories. can we please have the same functionality in HR manager. Thank you

We purchase from Amazon using a company account. We use 4 customisable fields on our checkout page which are compulsory and these then appear on the invoice that is sent to our AP Inbox (see yellow highlight on attached invoice). Can iFinance use ...