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Finance

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Raising a VAT only invoice

Since the implementation of VAT on school fees, we need to raise VAT only invoices to our Local Authority. At present the invoice needs to be raised outside of iFinance, but it would be helpful to be able to do this as part of our billing cycle.
Guest about 14 hours ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review

New VAT drop down in Bank Feed

HI I think it would be useful in the bank feed that if you have not chosen a VAT code it does not let you process the transaction until you have, as this is a new function for most of us it would elimate the possiblitly of matching a bank payment ...
Guest 1 day ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Improvements to the VAT Audit Trail Report

The new VAT audit trail report is fantastic, thank you for adding it. It will making our partial exemption workings much easier. Please can I suggest a few small improvements to make it even more user friendly? Please could you: 1) Add a report fi...
Guest 13 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Applying VAT to journals

Other accounting systems allow you to choose a tax code when posting journals, if I need to do adjustments I can't currently do so. The vast majority of journals would be no VAT but things like the Tour Operators Margin Scheme on trips, we need to...
Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Brought Forward Balances required on General Ledger Accounts

To view just the current year's transactions within each general ledger account, you need to filter by the financial year. However, this only filters the current year's transactions and does not show the brought forward balance. Currently, to view...
Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Improve Bank Transaction Date Accuracy in AIQ

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...
Guest about 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Commas to denote thousands in numbers; when inputting numbers

I believe everyone would benefit (when inputting into the system), from numbers formatted with commas to denote thousand. For example, two million, iFinance currently displays 2000000.00; it would be easier to read if the number was displayed as 2...
Guest 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Removal of Analysis Code requirement on Item Invoice/AP Inbox

When posting invoices through Item Invoicing and AP Inbox it forces the need for an analysis code. In instances where something is going to a control account (overseas trips or collections for example) we don't need these. Please could the analysi...
Guest 11 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Auto refresh

It would be helpful for a set automatic refresh, so that data is updated on a regular basis without the user having to force a refresh/update.
Guest about 1 month ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

iFinance - AP Inbox should also process credit notes as well as invoices

iFinance - AP Inbox should also process credit notes as well as invoices. If all our suppliers are sending the invoices and credit notes to the specified email address that is linked to the AP Inbox, why does it not deal with both? To treat it dif...
Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review