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...

When transactions are imported from Fee Billing into iFinance, a BI/analysis code (cost centre - dept) is attached to the debit side of the transactions that is posted to debtors control. This may be acceptable for single line invoices, but make n...

It would be useful to split the process of creating a Sales Item Invoice into allowing someone to create the Sales Item invoice but not be able to post it. We have a lettings manager who provides us with the total amount to invoice letting clients...

It would be really helpful for the document preview window to be available when entering debit notes as it is when entering invoices. Currently you need the document on a separate screen to have the information available to enter.

Prince Regent Street Trust would like to be able to filter parents by reg group or year group. For example, if inviting particular years groups to an event when a response is required.

When in the Doc Publishing Screen and the Email History Screen, introduce a function that allows you to export this data to excel so that you can find what you need much more easily.

It would be very useful to have the option to refund unused dinner money or any other register payments online instead of having to issue cheques, cash or Bacs.

Biostore registration currently does not writeback into Arbor (as it used to do with SIMS). This makes the registration module of limited use as data then has to manually transferred into the MIS which is a massively time consuming task.

The ability to create a letter from within iFinance would make the credit control process much more efficient and less prone to error. We are a school and our customer accounts are fee-paying parents. From the Sales > Customers screen, for each...