Ideas

Option to set up an item code for reporting purposes but be able to remove the find the last invoice value option when an invoice is read into the AP inbox. When you import the invoice shows the value of the invoice but when you apply an item code...

Can we publish payment receipts to Parents Cloud Portal as how we are publishing the invoices now? This would help parents to get all their finance details from 1 single location whenever they need. Thanks

Please can all staff fields be available for export? Currently this is very limited and seems totally random.

Each term we are posting cash receipts prior to the invoices being pulled in from Isams. It then takes 2 days of solid payment allocations. Please could a bulk option be reviewed. thanks

Would it be possible to have a prepayments report showing each invoice and the duration that is still pending.

It would be very helpful if the system could automatically add the file description or the name of the file when uploading to the Admission portal, ensuring it matches the description or title of the corresponding field on the form. This way, we c...

A function within iFinance that can calculate ( and post to GL) interest accruing on overdue customer debtor balances.

This will reduce the need for our administration team to compile all of their existing information and ask for people to update them. Instead, they can just send our a reminder periodically with instructions on how to do this.

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...

When processing lodgments from the bank feed, it would be good to be able to enter negative values, as most of our lodgments have card transaction fees included, so the full income needs to be posted separate from the fee. Currently, we process th...