Ideas

it would be really useful to be able to run a report for all unread documents rather than having to go into each document.

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 ...

I find the search function to be inconsistent in iFinance... In Journal entry creation, for GL account, you can type in the account number or the account name and the search returns anything (be it the code or name) that matches, This is also true...

For a supplier invoice, if I make more than 1 entry to the same gl code and same analysis code on the AP side, I want to see these separate details when it goes to the GL side. I don't want it to be added up. This is becuase we do day trips which ...

A function within iFinance that can calculate ( and post to GL) interest accruing on overdue customer debtor balances.

If the leaving date or term of a pupil was able to be entered into iSams/Fee Billing and Fee Billing then knew that any deposit registered as being held needed to be added to the final bill for that pupil, it would be much more efficient and need ...

We’re proposing the ability to deactivate bank accounts within the system, helping finance teams better manage obsolete or inactive accounts without compromising historical data. Currently, all bank accounts remain available for selection in trans...

Would it be possible to have a prepayments report showing each invoice and the duration that is still pending.

For Activities set up at MAT level, titles, descriptions, categories and frequencies should be locked and only be allowed to be amended at MAT level.

Please may the All Risks and reviews report and the all risk items report be combined to ensure review comments can be pulled through to one report