Ideas

You will see, I have entered 2x separate lines for National Office Furniture £970.80 and Office Monster £919.20 The two lines are both for BS60110 PP-NEWPP and both V01 vat rate. I have spent time typing these individual transactions. However when...

Easy to categorise the way a students Fee or additional payments are made, i.e. Direct Debit, Credit Card, Bank Transfer, Online Payment, etc... And with that set wether the option to Pay Now on the new parent portal is enabled or disabled. This w...

Currently iFinance only shows the outstanding transations for customer statements and it is not very helpful when parents or customers need to reconcile all the spending and payments done. Therefore, it would be helpful if there was an option to g...

Currently, iFinance allows payment processing only for suppliers. However, for payments to customers (such as student refunds or overpayment returns), we are required to process the payment manually through the bank and then record it separately i...

It would be really useful if there was a report that can be used to fully reconcile the Prepayment transactions via the Prepayment function in fInance so can be used for year end for the Auditors,

It would save time and be helpful for the pop up screen to display the Document Number assigned when posted. At present, a Document Search needs to be run to identify the number.

Once the PO is approved, having an automated PO send option for all approved POs would be beneficial to save time and prevent human intervention, allowing for missed communications

We need to have the ability to review the audit trail for the approval process / cancelled orders as there have been instances where an order has been cancelled and we don't know who by / why. This would most likely be picked up by auditors and so...

To view just the current year's transactions within each general ledger account, you need to filter by the financial year. However, this only filters the current year's transactions and does not show the brought forward balance. Currently, to view...

It would be great to have a way of seeing who is currently logged into the system. I regularly have to open closed period to post journals etc but don't want anything else posting while the periods are open. I currently have to guess who might be ...