Ideas

Currently, our finance team can only publish invoices to the Parent Portal one cycle at a time. This is a very time-consuming and manual process, especially when a parent has multiple invoices from different cycles. We would like to request a feat...

When attaching a file to a transaction within iFinance it does not tell you if a file is too big to attach.

I always assumed that the balances on the grids showed all items on supplier/customer accounts, but we have recently raised invoices in a future period and it's become clear that the grids don't show these items in the balances, and there's no way...

On a user profile if the GL listing is ticked it would be useful to restrict the view of some of the nominal accounts that the user is able to view and therefore only allow them to view a selection of nominal accounts for example all the codes und...

We purchase from Amazon using a company account. We use 4 customisable fields on our checkout page which are compulsory and these then appear on the invoice that is sent to our AP Inbox (see yellow highlight on attached invoice). Can iFinance use ...

Our controls are that we need to people to authorise a bulk payment and currently have to print the report for the second authoriser to sign.

Can you please enable us to export and/or print the Direct Debit AUDDIS file so that we can check it?

Currently this is implemented on the sales ledger and it would be extremely good function to have on the purchase ledger as well.

Currently schools cannot do partial refunds and are ONLY able to refund against transaction lines - feedback has been that this is a relatively rigid model, especially with partial refunds not being available.

We have to add new fee allocations each year just because our fees change. It would be so much better if they could be amended.