We are a large organisation with multiple different departments. We need to be able to build a report that confirms who in the organisation, in specific departments, has specific training (ie. who in TPS has a valid First Aid certificate). At the ...

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...

Currently there is no easy way to see where the invoice is at, with which approver. It would be very useful to add a column to the grid selection which shows the current approver. We currently have to click into each approval status to see who the...

It would be useful if customers were able to import pay elements against multiple employees. Currently employers have to enter against individual records, which can be time consuming if there are significant volumes. For example, customers may hav...

When emailing purchase orders it pulls the email address from the supplier record which is the email address we use for remittance advices. There should be another field for an email address for orders as the suppliers have different email address...

Regarding a sickness absence and the RTW form that follows in EveryHR - We do need to ask whether an absence was pregnancy-related because, from an HR and legal perspective, these absences need to be recorded accurately. Pregnancy-related sickness...

Most schools have a required social media check as part of the SCR. It would be good if this was built in to the system as a default check rather than having to be built in manually by every school using the 'Other checks' feature.

It would be helpful to be able to alter the VAT coding on transactions via the transaction browser. I am aware that currently this can only be done on bulk invoices & therefore not sales invoices or item invoices

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...

A function within iFinance that can calculate ( and post to GL) interest accruing on overdue customer debtor balances.