Ideas

Instead of having to select each individual invoice to resend for approval a button that allows to resubmit all outstanding invoices awaiting approval to be submitted again.

Every time an invoice is resubmitted for approval the screen refreshes and takes you back to the top of the screen. It would be helpful to take you back to where you were in the screen as when you have more than 100 items its more difficult to nav...

It would be helpful for a set automatic refresh, so that data is updated on a regular basis without the user having to force a refresh/update.

Would it be possible to be able to edit the DD list of Documents required. For example would like to add Hot Works Permit (as a required document from suppliers) and remove COVID 19 Risk.

Hi, Please could you build into the compliance matrix that when you school down the names of the schools on top come down with the page? As a regular user i spend ages going up and down to see which site the columns are for.

Currently, when an activity is awaiting documentation, the colour is red or green. Green makes it look completed and that there is nothing outstanding, whereas red makes it appear as if the activity has not been completed. This has created a lot o...

Within our company, all purchase invoices must be checked by the Accounts Supervisor or Finance Manager before posting to ensure all details are correct e.g. VAT treatment for trips, nursery or partial exemption. This is a rule within the Finance ...

Currently, iFinance allows payment processing only for suppliers. However, for payments to customers (such as student refunds or overpayment returns), we are required to process the payment manually through the bank and then record it separately i...

Similar to incidents, can the location pull-through be added to issues as well?

Currently iFinance only shows the outstanding transations for customer statements and it is not very helpful when parents or customers need to reconcile all the spending and payments done. Therefore, it would be helpful if there was an option to g...