Ideas

When we send a letter or email to a customer, could there be a tab in the customer record that gave us the complete history of all correspondence generated for that customer. In other systems if the email or letter is generated through the system,...

It would be great if you could update one account then copy new information to other accounts

It would be really useful if the downloads that you drop from iFinance were the same as the downloads from iSAMs, I spend a lot of time making two spreadsheets the same before I can do what I actually want to do. If it came out as School ID, Surna...

It is our understanding that there is no way of being able to either produce or send budget holders their transaction activity reports (known as the Purchase Commitment by Approver report) in bulk at the end of each month/period. It appears that t...

Customer would like to be able to import PORDs in the same way that you can in accounting with SIs and GJs. Use a .CSV file to import all your lines for your PORD into purchasing.

Allow for BI code to be used instead of line manager

We were wondering whether it would be quicker if a number of orders could be entered onto a spreadsheet and then imported? It might save time, better spell checker? Bulk imports.

Having sight of the description lines in a drop down in the search results would save so much time when looking through POs, especially when there are several from the same supplier and you want to find some info quickly.

Force upload of a document (quote) for orders over a certain value.

It would be useful to be able to restrict access to value reducing orders as we are finding that some users click on the stock field and select value reducing orders in error which then causes problems when POINing invoices especially if the price...