Ideas

It would be good to be able to make old VAT codes (eg pre Brexit codes) inactive to prevent accidental posting to them. Improves accuracy and most other accounting software have this capability.

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...

It would be incredibly useful to be able to generate such a URL so I can direct a button on our website to a particular policy, and know that it would automatically update when a new live of the policy is uploaded to Every. I can see there is a wa...

Our schools currently have to report these via CPOMS, could there be an API link to avoid the duplicated effort in recording in both systems.

The HMRC licence is valid for 18 months. As with bank feeds, users should be notified when a licence is approaching renewal or, at the very least, iFinance should prevent submission and display an appropriate error message. However, iFinance does ...

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 ...

Enable the building of custom reports within the reports generator within the activities. I am looking to generate a report on activity entries to and from specific dates. Currently, every time I want to run a report on a specific activity, it run...

When processing lodgments from the bank feed, it would be good to be able to enter negative values, as most of our lodgments have card transaction fees included, so the full income needs to be posted separate from the fee. Currently, we process th...

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

In the 'Edit Activity Details' window that appears when making changes on the mapping screen, the category should be an option, so that I can change this at every site with one action, rather than having to change in each individual school.