Ideas

We were able to enter a batch purchase ledger invoice where the net and VAT were the same amount. There need to be controls so that this is impossible. The VAT code should determine the parameters but currently you can overwrite anything. For VAT ...

In iFinance under the Bank where one uploads bank transactions please can we have the ability to clear one transaction only and this could be at a later date than other transactions not allocated on the Bank. Please ensure that if one does enter a...

Please can you add a Name of Account field in the bank details section? Often the name of the supplier is not the name of the bank account and this would be helpful when creating a BACS file for the payment to be recognised correctly.

Could users (both teachers and parents) be given the option to test out their camera and speaker prior to the parents evening session starting? Other systems do this and it would stop time being wasted within the appointment due to a user not havi...

When we receive a refund from a supplier, but the credit note to allocate it to is not quickly received, the payment run will include the purchases credit journal to process as a payment to the supplier. Invoices currently have a way to flag them ...

So we can tally them with our school MIS . Thank you

We've been testing the new app on an iPad with an item that had multiple options and parents could pick more than one. Picking the item was not a problem. However, if I'd wanted options a and c from the list it is little cumbersome as when I added...

The detailed transaction tabs on Budget Holder reports only show separate totals for the debits and credits. Please include a net total debit/credit field to allow an instant check that the detailed analysis tabs actually reconcile to the summary ...

The i-Finance Payment run BACS files should be read only! This is important for security, as someone could change the bank information on the file before being uploaded to the bank/BACS provider. The only indication this has happened is when a sup...

For the purpose of checking supplier statements please include transactions allocated but not yet approved by Budget holder