Each term we are posting cash receipts prior to the invoices being pulled in from Isams. It then takes 2 days of solid payment allocations. Please could a bulk option be reviewed. thanks
Report Manager > Bespoke > Budget Holder by Approver
All budget holders are set-up as approvers on the system. However next level/higher level approvers are also set-up on the system to allow for the Worfklow process to work. This means higher level approvers are linked to multiple analysis codes of...
At the moment users can deactivate 2-factor authentication which goes against the grain of a company trying to secure their data. Please allow the Administrator to force 2-factor authentication on its users.
The ability to create a letter from within iFinance would make the credit control process much more efficient and less prone to error. We are a school and our customer accounts are fee-paying parents. From the Sales > Customers screen, for each...
Extended Business Analysis report - Request for Prior Year Comparatives
The Extended Business Analysis reports only have the option to compare to budget. For effective management reporting, comparatives to both budget and prior year are required. Can we please include the option for prior year comparatives. (Please no...
Where an asset purchase contains a quantity of items ie 20ipads. It would be useful to have the ability of dispose of a certain number at different times rather than having to dispose of them all at once.
Reminders for iFinance Invoice Approvals Outstanding
Currently we are resubmitting invoices to teachers who have yet to approve their invoices, the system should start to remind them on an increasingly frequent basis.
I would like to suggest a standard format for customer statement print from: 1. Sales report > Customer Statement 2. Customers list > Actions > View > Statement PDF option This is useful for customers to receive standard statement from...
Ability to view amend and forget memorised auto-postings from a complete list of saved data
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...
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