Ideas

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...

It would be a great help if we can have multi level authorisation for generating Purchase Orders in iFinance. As of now there is only 1 level of approver mapping is available based on value of Purchase Order. It will be a better solution to have m...

If an invoice comes in over a value set for the primary approver, we have to manually get their approval before the secondary approver can sign off. For example if an order is £1,000, but the primary approver's limit is £500 we have to email them ...

The ability to change the default filter when viewing customer or supplier transactions to All Transactions rather than Outstanding Transactions.

It would be really great if we were able to easily produce a report from IFinance for Prepayments. The system is great, if you use the prepayment journal it creates all the journals for the months, but you still need to keep a spreadsheet running ...

Could the As At Status on the purchase ledger as an option be added? It was on version 6.

To maintain the integrity of trust-based governance structures within MATs, I recommend removing the ability for school-level administrators to archive MAT Admins within the Every platform. Rationale: Governance Hierarchy: MAT Admins typically h...

Is there a way that when a parent has an outstanding invoice over a certain amount or over a sopecified number of days that it prevents the parents booking anything else till the account is cleared? if not could this be looked at for developing as...

Once a member of staff is archived, it would be helpful if they no longer showed up on the 'Users" list as the list becomes extremely long.

I was trying to add a school event that last four 1 hour 30 mins but could only select one hour or two hours. This was particularly problematic as the event is after school, so the duration needs to be accurate for parents to arrange drop-off and ...