Already submitted an idea for Bulk Refund of Deposits but can we have the same for Leavers Direct Debits - it took me ages to complete this task too. To have to go into each individual pupil, billing contact and then delete the dd takes too long. ...

The list of Runs can contain some that were never used or had to be replaced. It would be useful to be able to delete these. You can delete Routines but not Runs

The ability to enter negative lines on sales item invoices would be extremely helpful. We require customers to pay deposits in advance before we raise the final invoice. We then need to show deposits paid being deducted from the invoice to show th...

I would like to suggest adding a security layer to PDFs generated from iSAMS via Report Publishing to prevent unauthorised editing. Currently, if a user has the right software package, they can modify the PDF report or even extract saved signature...

I use ODATA link for reporting regularly, it is the most efficient way for me to update our management report. However, there is currently no ODATA link for Fixed Assets Register, and the new Approval Workflow Listing. Both of them will be very he...

In the expenses module is it possible to have a record of the date the employee submitted their claim for approval, we can see the created date and the approval date but would like to know the submitted date.

When transactions are imported from Fee Billing into iFinance, a BI/analysis code (cost centre - dept) is attached to the debit side of the transactions that is posted to debtors control. This may be acceptable for single line invoices, but make n...

When the tracking columns get further across the screen and you right click on a column to edit/delete etc, the window with this option cannot be seen. It is there but stuck right at the beginning of the columns so you have to scroll back to the f...

It would be really helpful for the document preview window to be available when entering debit notes as it is when entering invoices. Currently you need the document on a separate screen to have the information available to enter.

The ability to create a letter from within iFinance would make the credit control process much more efficient and less prone to error. We are a school and our customer accounts are fee-paying parents. From the Sales > Customers screen, for each...