Ideas

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...

Change the way the buttons at the bottom of the form look and perform to make it more obvious what is required 'next'. See attached for screenshots.

We would like the ability to copy report mappings too when copying a grade book. I.e. we could create templates and copy them in their entirety and just make small amendments instead of creating everything from scratch each report cycle.

For a supplier invoice, if I make more than 1 entry to the same gl code and same analysis code on the AP side, I want to see these separate details when it goes to the GL side. I don't want it to be added up. This is becuase we do day trips which ...

Currently, iFinance allows payment processing only for suppliers. However, for payments to customers (such as student refunds or overpayment returns), we are required to process the payment manually through the bank and then record it separately i...

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...

Add Stripe as a payment gateway option for UK based schools, especially for UK-based boarding schools so that this can be utilised in the Admissions Portal and Parent Portal. The lack of payment gateway options prevents us from using the Admission...

iSAMS has three address lines, but iFinance only have two In iFinance, address line 1 can be 50 characters and address line 2 can be 50 characters The synchronisation will add address line 1 from iSAMS to address line 1 in iFinance, and take a...

It would be helpful for a set automatic refresh, so that data is updated on a regular basis without the user having to force a refresh/update.

When emailing purchase orders it pulls the email address from the supplier record which is the email address we use for remittance advices. There should be another field for an email address for orders as the suppliers have different email address...