Ideas

Please could a default GL Code for supplier invoices be made available for the Item Invoice/AP Inbox function. It would greatly improve processing speed if you could as we have a large number of suppliers that are only ever put to one code. It alr...

We purchase from Amazon using a company account. We use 4 customisable fields on our checkout page which are compulsory and these then appear on the invoice that is sent to our AP Inbox (see yellow highlight on attached invoice). Can iFinance use ...

Limit and restrict access to employee records at a more granular level.

Currently it is possible to create Asset Financial Categories and then to allocate them to asset types which is just what the customer (The Clare School) want. However that is where it stops. They, and I, are requesting that this needs to be taken...

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.

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

Ability to set the 'visible to employee' setting within a performance review on bulk/centrally. currently this is just actioned on an individual basis within all reviews or just by the reviewer. An option to have the 'visible to employee' tick box...

Could it be possible to reopen closed periods in order to make corrections with access only provided at Administrator level? In making some VAT corrections to previously closed periods my PL Administrator was able to book old invoices into those p...

A feature of being able to identify who has performed a reconciliation on the bank would be useful. Similarly, would be useful to see who has performed an allocation at the account level.

A secure area in an employee record, accessible by permissions only to record safe guarding concerns, informal chats with that member of staff. With escalation options if necessary.