Ideas

Could a validation check be included on the supplier account to ensure the vat number manually input is a valid vat number?

It would be really helpful if we could set default settings for the reporting suite. For instance, the font in the reports is too small and has to be enlarged to see it each time. If I could set this as a default, it would save me time. Also, bein...

iSAMS has three address lines, but iFinance only have two In iFinance, address line 1 can be 50 characters and address line 2 can be 50 characters The synchronisation will add address line 1 from iSAMS to address line 1 in iFinance, and take a...

When staff attach photos to expenses on the expense app, the files being sent to iFinance are too large to then be sent over email to approvers. An expense app claim with 11 receipts attached is over 50mb currently. Please can attachments uploaded...

Currently a VAT description is mandatory when setting up a new supplier. Please make it mandatory that the VAT number is also mandatory or there is a drop down to select NO VAT number, it would save the person completing the VAT return for a large...

At the moment the ability to submit a VAT return to HMRC via the MTD is limited to a single user account. This causes a significant problem if the person in question is absent from work for any reason when the VAT return needs to be sent. It would...

To be able to split the billing between Fee and Disbursement charges, so the parent recieves 2 invoices but they are separate from each other. It would also be good if you could almost tick a disbursement charge i.e a Transport cost and say, invoi...

using & causes the narrative to change to &amp: when exporting using excel. This is problematic as we need to keep descriptions relatively short.

Enhance the standard reporting functionality for commitment, old order, and Goods Received Note (GRN) reports to display both the Account Code and the Account Title, rather than only showing the Account Title

It would be helpful if GRNs or part of could be written off or cancelled and revert back to PORD in order for it to be written off. We are still learning the system and a few items have been progressed in error which need to be cancelled.