Ideas

It would be helpful if we could delete direct debit details once they have been saved (even via an Administrator only). We have to manually input around 350 new joiner direct debit mandates, so human error is likely and it makes sense to be able t...

I believe everyone would benefit (when inputting into the system), from numbers formatted with commas to denote thousand. For example, two million, iFinance currently displays 2000000.00; it would be easier to read if the number was displayed as 2...

It would be helpful to be able to alter the VAT coding on transactions via the transaction browser. I am aware that currently this can only be done on bulk invoices & therefore not sales invoices or item invoices

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 ...

Following the upgrade, only 18 months worth of sent messages are able to view. In our school we find it useful to look back and copy communications sent to parents for previous message wording and pattern of events. It would be helpful for us to s...

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...