We have occasions where we retain a deposit rather than return it but there is no way of recording this in Fee Billing. It would be good to have a tick box to say "Retained" so that it can't subsequently be returned in error and it isn't included ...
Ability to view amend and forget memorised auto-postings from a complete list of saved data
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...
It would be really great if we were able to easily produce a report from IFinance for Prepayments. The system is great, if you use the prepayment journal it creates all the journals for the months, but you still need to keep a spreadsheet running ...
I would like to suggest a standard format for customer statement print from: 1. Sales report > Customer Statement 2. Customers list > Actions > View > Statement PDF option This is useful for customers to receive standard statement from...
The ability to enter negative lines on sales item invoices would be extremely helpful. We require customers to pay deposits in advance before we raise the final invoice. We then need to show deposits paid being deducted from the invoice to show th...
Currently if you import a recurring column marked Y the recurring is set indefinitely. It would be useful to set end date so therefore awards can be imported recurring three times for one academic year
It would be a great help if we can have multi level authorisation for generating Purchase Orders in iFinance. As of now there is only 1 level of approver mapping is available based on value of Purchase Order. It will be a better solution to have m...
With so many College wide systems now using Microsoft Single Sign-On with two-factor authentication, it would be really useful to enable this functionality on iFinance, thus leveraging Microsoft's MFA as well. As a finance system, it's crucial the...
Would it be possible to generate a refund bank file from iSams in a similar way that the direct debit bank file is produced? This year we had to manually enter over 100 student deposit refunds into our bank portal. This method introduces a high ri...
If an invoice comes in over a value set for the primary approver, we have to manually get their approval before the secondary approver can sign off. For example if an order is £1,000, but the primary approver's limit is £500 we have to email them ...
1
Good Feature
0
In Discovery
0
In Discovery
