Ideas

A feature of being able to identify who has performed a reconciliation on the bank would be useful. Similarly, would be useful to see who has performed an allocation at the account level.

It would be beneficial to be able to see / print Supplier bank details during the payment run process before approval. This would allow the details to be cross checked as another level of security and without having to go into every account separa...

Be able to use an emailer to select multiple debtors to chase up outstanding payments. It could work by a list of debtors comes up and from that list a number of them can be selected to receive a chase letter at levels 1 and 2. Level 3 could be pr...

Please can you add a Name of Account field in the bank details section? Often the name of the supplier is not the name of the bank account and this would be helpful when creating a BACS file for the payment to be recognised correctly.

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.

Parent portal is pulling the preferred name for the child. This is OK if the child is small, but if they are 16 - 19 and have not told their parents that they are identifying differently - this is a big issue. We really need to be able to specify ...

The iParent app and parent portal should have the same experience. For example. currently parents can't request absence via the iParent app, they have to sign in via the web browser. May people only have mobile phones these days and are used to us...

Prior to the new workflow in iFinance, it was possible to exclude a supplier—such as utility companies—from the approval process simply by ticking a box in their supplier details. With the updated workflow, however, you now have to manually add th...

Presently, if we put a text widget on the home page, and a user clicks on the link going from Dashboard page to School Reports page, the Dashboard button on the menu bar becomes broken in the destination page (in this case, the School Reports page...

I am undergoing a purchase ledger tidy up, after 14 years of adding accounts, I need to rationalise and combine accounts to become PRF suppliers, however, this is creating a lot of closed accounts, is it possible to create an archive of these acco...