Finance

Change the drop down box to a tick box for changing the view between outstanding transactions and all transactions in AP & AR. This is minor but will have a big impact to those who regularly use the system.

To be able to split the billing between Fee and Disbursement charges, so the parent recieves 2 invoices but they are separate from each other. It would also be good if you could almost tick a disbursement charge i.e a Transport cost and say, invoi...

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 ...

Currently if you want to view a fee invoice on a customer you have to download the attachments, why is there not a preview box. It would make it quicker to answer queries and reduce potential GDPR issues with desktops being filled with downloads. ...

During the billing process under Fee Billing Manager, Account Details tab for a specific student, the Account Code needs to be copied manually by the Finance from Students Manager. Can we have this auto populated to reduce any error from manual co...

It would be extremely useful to be able to have more tabs opened at the same time, i.e. Suppliers and GL or withing suppliers Orders and Item invoices. Switching back and forth looses filters and consequently is rather time consuming. It would als...

Instead of having to select each individual invoice to resend for approval a button that allows to resubmit all outstanding invoices awaiting approval to be submitted again.

Hi, I’ve noticed that in some applications, when you press “Save” or similar actions, the “Yes/No” buttons are highlighted in red. While this works, I was wondering if it might be more intuitive to use green for “Yes” and red for “No,” similar to ...

We’re exploring the introduction of a General Journal Approval workflow to enhance control and oversight in the journal entry process. This potential feature would integrate general journal transactions into the existing workflow approval engine, ...

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