The new VAT audit trail report is fantastic, thank you for adding it. It will making our partial exemption workings much easier. Please can I suggest a few small improvements to make it even more user friendly? Please could you: 1) Add a report fi...
Dear Kim & Kate Can I please make a suggestion that VAT codes can be made inactive when no longer in use so that they do not appear within the VAT code dropdown menu when raising POs, sales & purchase invoices. Due to our school falling un...
iFinance - AP Inbox should also process credit notes as well as invoices
iFinance - AP Inbox should also process credit notes as well as invoices. If all our suppliers are sending the invoices and credit notes to the specified email address that is linked to the AP Inbox, why does it not deal with both? To treat it dif...
It's very frustrating that we can't correct postings once they are processed. For example if a purchase invoice is incorrectly posted to a BI code it's not possible to change it. It's also not possible to delete it either - only reverse it. These ...
Customer/Supplier grid to include future dated transactions
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...
Can we publish payment receipts to Parents Cloud Portal as how we are publishing the invoices now? This would help parents to get all their finance details from 1 single location whenever they need. Thanks
Currently iFinance only shows the outstanding transations for customer statements and it is not very helpful when parents or customers need to reconcile all the spending and payments done. Therefore, it would be helpful if there was an option to g...
It would be helpful to be able to alter the VAT coding on transactions via the transaction browser. I am aware that currently this can only be done on bulk invoices & therefore not sales invoices or item invoices
There is a discrepancy between transaction dates in the iFinance bank feed and actual bank statements, particularly with Barclays due to their unique API rules. Since quick changes are not feasible, AIQ could provide users with more control over i...
