Ideas

At the moment the tax code for AP inbox invoices defaults to the first code in an alphabetical list! So every invoice needs manually updating, which causes massive human error and is time consuming to correct. It makes the AP inbox unusable.

iFinance flags manual invoices where transaction date is for period that has already been closed so it makes sense if the system does the same for API invoices

Why does the purchase ledger not default to all periods, when you do a search. Could this be set as the default search.

Enable multiple users to have the same authorisation limits/values.As a school we have agreed values for various seniority (these are published and agreed by our Governors) it would therefore be really nice to set multiple staff with the same limi...

When searching periods could you add "Prior Year" as a factory set option.

When reconciling, why do you have to leave the screens when you have reconciled items, Why cant we stay on the reconciliation page to continue reconciling.

Our current fee billing software allows us to manage sibling discounts by automatically managing sibling links. It knows therefore to allocate each second and subsequent younger sibling with a 10% discount. When a sibling joins or leaves it would ...

Unless I am missing something it seems pointless to have the quantity figure in decimal.

Customise grid option does not include adding VAT type, although that data field exists

Generate Chase Letters via the Emailer suites. Time consuming to generate, save within the cloud, copy locally to then email out. Would be great if we could email these out from within the Document Emailer suite.