Ideas

We process supplier invoices through the APInbox however sometimes they come through with the incorrect currency and this causes our Bank not to balance. Please can you fix this error.

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

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

It would allow schools and your other clients to follow up which clients are actually late to pay their bills. For now, those reports are a mix of invoices that are past due and some that are not due yet because iFinance assumes all bills issued t...

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...

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

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...

Some staff do not want to put an app onto their phone, they would like to claim expenses on the web therefore it would be useful to have a web portal for this purpose rather than solely an app.

I always assumed that the balances on the grids showed all items on supplier/customer accounts, but we have recently raised invoices in a future period and it's become clear that the grids don't show these items in the balances, and there's no way...

Putteridge Infant School and other schools - have requested that low balance reminders be set per price band, and not per register. Currently, you can set a low balance reminder, but this will set a reminder to all students, including those who ar...