Ideas

It would be helpful to have visibility of all historical reminder dates set against a payment item or invoice, as these are often adjusted if payment is not received. Or alternatively, I would like the ability to generate a report for a user that ...

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...

We were able to enter a batch purchase ledger invoice where the net and VAT were the same amount. There need to be controls so that this is impossible. The VAT code should determine the parameters but currently you can overwrite anything. For VAT ...

We have a lot of locations and all the business managers and finance teams have access to all locations, this is leading to posting errors, because all nominals appear at posting, is it possible to create an error message if the nominal is not mat...

When creating new suppliers (accounts) our users are having to shorten or cut off the supplier names in some instances due to the limit being set at 40 characters. The box itself is large enough to hold more characters so it would be great if this...

It would be helpful to have an untick all / select all as currently we have to untick every item on the payment list if we only want to pay a couple of items. Very time consuming.

In the latest update of v7, the "reconcile" button has disappeared and where it used to bring you up a reconciliation report showing the balance in the bank and the balance in the books, you now have to manually go into the reporting suite, fill i...

Could the Reconciliation tab be reinstated for bank reconciliations? While the ability to match and save transactions is useful, it does not display the closing balance of the bank account. Currently, to view the bank reconciliation, you have to e...

When we receive a refund from a supplier, but the credit note to allocate it to is not quickly received, the payment run will include the purchases credit journal to process as a payment to the supplier. Invoices currently have a way to flag them ...