Ideas

We have an number of obsolete bank accounts and it would be useful to remove these from the banking screen so only live (used) accounts show.

We would like the ability to exclude trips from the Budget Check so that we can switch on 'Enforce'. No budget is put against trips so 'Enforce' would then stop users from raising orders.

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...

In other systems I have used you are able to set a default nominal code for each supplier to save time having to type in the nominal code every time. For instance EDF is our electricity supplier so it would be good if when ever we entered an invoi...

Be able to use an emailer to select multiple debtors to chase up outstanding payments. It could work by a list of debtors comes up and from that list a number of them can be selected to receive a chase letter at levels 1 and 2. Level 3 could be pr...

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.

There should be an option such that a change in the registered office of the customer will automatically update for every individual client

There is no 'performance dashboard' to view for users with standard access. If user have access for the school profile and can update activities and issues, they should as well be able to see their school performance chart.

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Similarly to how the Cancel Payment function works, could there be a identical function for supplier refunds, where it creates a Supplier refund document instead of a cancelled bacs/cheques document?