iFinance

Currently if you want to view a fee invoice on a customer you have to download the attachments, why is there not a preview box. It would make it quicker to answer queries and reduce potential GDPR issues with desktops being filled with downloads. ...

It would be really useful if there was a report that can be used to fully reconcile the Prepayment transactions via the Prepayment function in fInance so can be used for year end for the Auditors,

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...

It would be extremely useful to be able to have more tabs opened at the same time, i.e. Suppliers and GL or withing suppliers Orders and Item invoices. Switching back and forth looses filters and consequently is rather time consuming. It would als...

In individual purchase approver accounts within Approver Setup please could you list the departments that they are attached to. We have just had a member of staff leave but can't remove them as an approver as we can't workout which department they...

When raising Purchase orders would it be possible for the system to flag if the analysis code will go overspent. Could finance users put a stop on anything else being raised against this code or automatically sends it to a higher level to authorise?

Is it possible when working on sales accounts and clearing entries via matching that once you have done one it goes back to the list where you was. I'm currently working on G and every time I complete and clear lines on one billing account it then...

Instead of having to select each individual invoice to resend for approval a button that allows to resubmit all outstanding invoices awaiting approval to be submitted again.

Every time an invoice is resubmitted for approval the screen refreshes and takes you back to the top of the screen. It would be helpful to take you back to where you were in the screen as when you have more than 100 items its more difficult to nav...

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.