Ideas

It would be beneficial to have the opening and closing bank balances whilst reconciling the bank account rather than just a 0.00 balance.

We should be able to see each others email log and be able to open the email sent from the system

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.

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.

Can the account title on the media files to be imported to the bank use the Payment Title rather than the Account Title for Lloyds Link files? At the moment, some of our payments are rejecting because the account title is incorrect - the BACS file...

More user friendly cloud based system in line with Xero / Quickbooks or a system that could integrate with others ie. Dext.

Users are able to cancel a document even if the period has been closed. This should not be possible.

Easier to use allocations menu, the current drag and drop is a bit strict where if you drop in the wrong place, it will start a fresh allocation.

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...

Could we add the TB onto the Creditors/Debtors report? Makes it easier to compare the 2 at month/year end