iFinance

Can we have the same function that allows you to see an attached item when entering a Debit note, as we have when entering a n Invoice

Hi Now that many schools now have to charge VAT but can also reclaim it it would be helpful to have the ability in budget holder summaries to pick up the costs inclusive of VAT not net. We budget inclusive of VAT and from a cash flow perspective w...

It would be good to have the ability to view, amend and forget memorised auto-postings from a pulled up list of 'all memorised postings' We have a few that have been auto-posted to the wrong place and due to the bulk of transactions we receive the...

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...

I would like our Purchase Ledger Administrator to be able to amend supplier bank details without the rest of the Admin functionality that comes with that. Is that possible?

Enable multiple users to have the same authorisation limits/values.As a school we have agreed values for various seniority (these are published and agreed by our Governors) it would therefore be really nice to set multiple staff with the same limi...

To reinstate the narrative would help all users. It would save time trying to find the correct heading to click into, particularly around tasks that you do not do every day and may need reminders.

It would be useful to have an audit trail of by whom and when such things like VAT codes have been amended. It would assist in determining what it may have impacted etc

When attaching a file to a transaction within iFinance it does not tell you if a file is too big to attach.

Please can we have the ability to - change the column width - export to Excelwithin Business Intelligence Setup page just as you can other iFinance pages?