Ideas

It would be good to have the ability to view, amend and forget memorised auto-postings from a pulled up list of 'all memorised postings' We have a few that have been auto-posted to the wrong place and due to the bulk of transactions we receive the...

Since the implementation of VAT on school fees, we need to raise VAT only invoices to our Local Authority. At present the invoice needs to be raised outside of iFinance, but it would be helpful to be able to do this as part of our billing cycle.

To reinstate the narrative would help all users. It would save time trying to find the correct heading to click into, particularly around tasks that you do not do every day and may need reminders.

Often customers forget to log out correctly and rather than have to go to Self Service it would be good to have an option to close sessions down from the Active Sessions Screen

When posting invoices through Item Invoicing and AP Inbox it forces the need for an analysis code. In instances where something is going to a control account (overseas trips or collections for example) we don't need these. Please could the analysi...

Each year we have a fixed budget and current budget. We need to be able to set the fixed budget so it cannot be amended during the financial year. This is a school audit requirement so it should already be a feature of the system.

The customer mentioned that it would be a good idea to have a warning come up to let them know that a Contract is coming up for renewal (say 30 days) so that they can start looking at Contracts with better value where possible. They would also pre...

Some staff do not want to put an app onto their phone, they would like to claim expenses on the web therefore it would be useful to have a web portal for this purpose rather than solely an app.

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