Ideas

In New Item Invoice or New Purchase Order there is a drop down box for the items. It is too small to use easily. Can it be made so you can resize it to make it longer to fit in more options to the menu please?

I find the search function to be inconsistent in iFinance... In Journal entry creation, for GL account, you can type in the account number or the account name and the search returns anything (be it the code or name) that matches, This is also true...

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 ...

It would be useful if we could run a report with all staff names and the hours they do.

We’re proposing the ability to deactivate bank accounts within the system, helping finance teams better manage obsolete or inactive accounts without compromising historical data. Currently, all bank accounts remain available for selection in trans...

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

I have been told iFinance outputs reports as XLS and only accepts imports as XLS files. Please can we move on to XLSX files as Microsoft are tightening up on the use of them and they pose a security risk. We automatically quarantine XLS files now ...

Please can there be an option to restrict which BI-codes are available against a general ledger code.

it would be useful for expired courses i.e. KCSIE 2024 could be deleted from the central course library, regardless of staff completing the course.

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