Ideas

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 ...

Each year we have a fixed budget and current budget. We need to be able to set the fixed budget so it cannot be amended during the financial year. This is a school audit requirement so it should already be a feature of the system.

Currently schools cannot do partial refunds and are ONLY able to refund against transaction lines - feedback has been that this is a relatively rigid model, especially with partial refunds not being available.

Purchase Orders Awaiting GRN by Req Creator Report - Can an extra column be added to this report showing the amount remaining/awaiting to be GRN'd on the order?

Could you add to the reporting suite a report of changes to supplier bank details. Our Auditors have been asking for this for the past 2 years, so fairly sure other auditors are asking for the same thing.

I need to know the full list of people that have been assigned a licence on the purchasing side. I can see the list, but as there are alot, I will have to screen shot a few times. This would be helpful when people leave the business.

To have the option to have two users require to set-up a supplier or change supplier bank details (e.g one to enter and one to authorise before supplier/changes is open for use on system). This was raised as a system weakness by our auditors last ...

Enable multiple users to have the same authorisation limits/values.As a school we have agreed values for various seniority (these are published and agreed by our Governors) it would therefore be really nice to set multiple staff with the same limi...

Could we potentially have a flag check when setting a user as a Cost Centre Approver, to check if they have an approval limit / Holiday Approver?

In our previous version 6 the Payments Tab within an account was HIDDEN from the majority of user groups. This meant that personal Bank information on staff expense ledgers was hidden from users. Following the upgrade to V7 the Payments tab is now...