It would be great if under the actions you could quickly create a credit note for an invoice - currently you have to do it manually and ensure you have used the same GL codes & VAT codes to ensure it is fully reversed

I would like to recommend the system provides an import function for creating purchase orders. As a school entity, we often have purchase orders containing over 100 library books. Without a bulk import feature, our staff must manually input each l...

Can a report be available or an amendment in Accounting to be able to export more lines on the document enquiry when downloading the GL Extract for auditors. Due to the limit of lines several detail enquiries need to be ran in order to obtain all ...

Currently we are resubmitting invoices to teachers who have yet to approve their invoices, the system should start to remind them on an increasingly frequent basis.

The ability to enter negative lines on sales item invoices would be extremely helpful. We require customers to pay deposits in advance before we raise the final invoice. We then need to show deposits paid being deducted from the invoice to show th...

At present when creating a purchase REQ the attachments that someone adds are not automatically carried forward onto a PO when creating this. This causes additional workloads to ensure you have downloaded the REQ attachments and then to upload to ...

When transactions are imported from Fee Billing into iFinance, a BI/analysis code (cost centre - dept) is attached to the debit side of the transactions that is posted to debtors control. This may be acceptable for single line invoices, but make n...

I use ODATA link for reporting regularly, it is the most efficient way for me to update our management report. However, there is currently no ODATA link for Fixed Assets Register, and the new Approval Workflow Listing. Both of them will be very he...

Prince Regent Street Trust would like to be able to filter parents by reg group or year group. For example, if inviting particular years groups to an event when a response is required.

It would be really helpful for the document preview window to be available when entering debit notes as it is when entering invoices. Currently you need the document on a separate screen to have the information available to enter.