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.
Remove the option to select a synchronisation period when Deferred Income disabled
When Deferred Income is disabled and you are synchronising the bills to iFinance, the popup option to select a period to sychronise to is confusing and mis-leading and should be removed.
It would be useful to split the process of creating a Sales Item Invoice into allowing someone to create the Sales Item invoice but not be able to post it. We have a lettings manager who provides us with the total amount to invoice letting clients...
AP invoice box - see which invoice are entered via the AP invoice box
Currently there is no easy way to review invoices to see if they were loaded automatically via the AP inbox or loaded manually. Can there be a flag on invoices to show if it was loaded via the AP inbox. Sometimes staff are uploading invoices manua...
BI code imported to iFinance debtors account from Fee Billing are often wrong!
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...
Would it be possible to generate a refund bank file from iSams in a similar way that the direct debit bank file is produced? This year we had to manually enter over 100 student deposit refunds into our bank portal. This method introduces a high ri...
Currently when I'm approving invoices I can see how much the tax (VAT) is, but I cannot see what code that has been applied to, ie if it has gone to a partial exempt code or not, It would be great to see the code included into the email that I get...
It is very easy to mis-name a batch when in production & it would be extremely useful to be able to re-name batches so that they are easier to identify or correctly identify a batch for future reference.
Meal bookings - make it possible to search and view/edit FSM bookings
Extremely useful when ensuring FSM families have booked their meals and if not - I am then able to easily locate them and book for them, rather than having to go through the whole school list to find each FSM pupil
1
Good Feature
2
Awaiting Review
