Restrictions required for inactive ledger accounts
Can we please put restrictions for inactive ledger accounts. The system currently allows an active ledger account to be put as inactive when it has a balance on the account. The system also allows postings from iSAMS to inactive billing accounts w...
A notification on the dashboard/home screen advising when the system has been updated. When running reports and balancing accounts, we currently have to refresh grid which doesn't always update the current transactions or go to general blue tab, G...
Amend Variable Direct Debit Date after Invoice Production
As we cant see the whole bill when previewing invoices before publishing its really difficult to make sure you have entered the correct date for the DD collection when collecting extras separately to the Fees. It then falls to IFinance to come in ...
There is a discrepancy between transaction dates in the iFinance bank feed and actual bank statements, particularly with Barclays due to their unique API rules. Since quick changes are not feasible, AIQ could provide users with more control over i...
Commas to denote thousands in numbers; when inputting numbers
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...
Other accounting systems allow you to choose a tax code when posting journals, if I need to do adjustments I can't currently do so. The vast majority of journals would be no VAT but things like the Tour Operators Margin Scheme on trips, we need to...
Default VAT codes on BankReceipts/Payments from the Automatic Bank Feeds
When posting direct from the bank feeds for a bank receipt /payment the VAT code has to be selected at the bottom from a dropdown list (which can be easily missed), can this be made a compulsory field to fill in or can the default VAT codes linked...
Brought Forward Balances required on General Ledger Accounts
To view just the current year's transactions within each general ledger account, you need to filter by the financial year. However, this only filters the current year's transactions and does not show the brought forward balance. Currently, to view...
