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...
Option to mark General Ledger Accounts as Inactive
In our previous system, we were able to mark General Ledger accounts as "out of use" (inactive) to help maintain and declutter the general ledger. It also ensured no subsequent postings were made to the account. My current understanding is that th...
Purchase order approval - already approved message
When a Purchase order has already been approved and the user clicks to approve from the email they get the following message ( See attached) Could this be changed as it is not very user friendly.
It would be more convenient if we could directly email receipts from the Customer Transaction screen ('Action' tab), similar to how we can email Invoices and Credit Notes. This would streamline our process and save us time. Currently, there is no ...
It would be great to have the ability to archive and hide old GL codes that are no longer used as when schools are tidying up their ledgers there are a lot of codes that now have DO NOT USE attached to them as that is the only solution to date.
Extended Business Analysis report - Request for Prior Year Comparatives
The Extended Business Analysis reports only have the option to compare to budget. For effective management reporting, comparatives to both budget and prior year are required. Can we please include the option for prior year comparatives. (Please no...
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...
Where an asset purchase contains a quantity of items ie 20ipads. It would be useful to have the ability of dispose of a certain number at different times rather than having to dispose of them all at once.
