Ideas

When I send a reminder to customers with statements it would be good if colleagues were able to see the message sent. Currently its locked to only the sender can view

When running reports from the compliance matrix, would it be possible to show the "done awaiting paperwork in a different colour so that it can be filtered separately in excel.

To enhance budgeting flexibility and scenario planning for Additional Budget Datasets in AccountsIQ. Currently, users can record only a Budget and Revised Budget, but with this new feature, finance teams will be able to create and manage multiple ...

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 ...

My supplier sent me his insurance certificate but I couldn't attach it. It can only be done by the supplier. Alot of suppliers don't really want to use the system, they are builders with little IT skills but I still want to be able to prove we did...

When I log into My Tasks the Document library has 100's of documents in and it would only get worse. Could you add in another tab across the top to differentiate between the local and central documents to search through

I have been told iFinance outputs reports as XLS and only accepts imports as XLS files. Please can we move on to XLSX files as Microsoft are tightening up on the use of them and they pose a security risk. We automatically quarantine XLS files now ...

If there was an option to create additional fields, for example activity specific instructions, sequence of works or any other relevant information, this could make the delivery of the activity more efficient.

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...

When emailing purchase orders it pulls the email address from the supplier record which is the email address we use for remittance advices. There should be another field for an email address for orders as the suppliers have different email address...