Each modules showing the transactions with further drill down features are fantastic.. I wish the platform could tell me whether the transaction is a debit or a credit instead of currently showing plus or minus.
We often facing challenges to extract the spent to date by BI codes. E.g. a payment transaction for a BI code showing BI code at the expenses GL as well as bank GL. hence running reports by BI showing no spending (net effect of debit and credit). ...
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 ...
Remove requirement for both a Cost Centre and Department
Currently fee billing is capable of processing charges against nominal accounts with no cost centre or department, or those with both a cost centre and department only, but not with only one. For iFinance users, this means you have to have BI code...
Please can we have the ability when posting a Journal to select monthly so the journal can repeat over x months, as the only way currently is to copy and repeat and change descriptions.
Once a bank rules is set up we cannot go back and change it, we have to wait until the next similar transaction comes through on the bank feed and remember to change it. It would be better to be able to access the bank rule at any time
We have a School we bill through iFinance and there is a portal they use for the bills - unfortunately, there is no 'forgot password' button. Please can this be rectified as we do not have access ourselves.
Ability to delete direct debit schedule, amend invoices and recreate schedule
Having created the direct debit schedule I then needed to delete a charge but couldn't yet I am able to make amendments for all other students that do not pay by direct debit. It would be helpful if the schedule could be deleted, changes made and ...
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.
Option to view all items on Document Publishing page
On the recently upgraded Document Publishing page it is only possible to view 10, 20, 50, 100 or 500 documents at a time. We have over 800 pupils, and it would be really useful to be able to see all at once. That way when we e-mail our invoices it...
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