Ideas

It would save time and be helpful for the pop up screen to display the Document Number assigned when posted. At present, a Document Search needs to be run to identify the number.

Once the PO is approved, having an automated PO send option for all approved POs would be beneficial to save time and prevent human intervention, allowing for missed communications

We need to have the ability to review the audit trail for the approval process / cancelled orders as there have been instances where an order has been cancelled and we don't know who by / why. This would most likely be picked up by auditors and so...

To view just the current year's transactions within each general ledger account, you need to filter by the financial year. However, this only filters the current year's transactions and does not show the brought forward balance. Currently, to view...

It would be great to have a way of seeing who is currently logged into the system. I regularly have to open closed period to post journals etc but don't want anything else posting while the periods are open. I currently have to guess who might be ...

Duplicate Invoice number across locations. Currently the warning only appears when the same number if used on the same location. If this could flag across locations that would save duplicate orders being rasied.

To enhance budgeting flexibility and scenario planning for Additional Budget Datasets in AccountsIQ. Currently, users can record only a Budget and Revised Budget, but with this new feature, finance teams will be able to create and manage multiple ...

iFinance - AP Inbox should also process credit notes as well as invoices. If all our suppliers are sending the invoices and credit notes to the specified email address that is linked to the AP Inbox, why does it not deal with both? To treat it dif...

In our previous system, we were able to mark General Ledger accounts as "out of use" (inactive) to help maintain and declutter the general ledger. It also ensured no subsequent postings were made to the account. My current understanding is that th...

When emailing purchase orders it pulls the email address from the supplier record which is the email address we use for remittance advices. There should be another field for an email address for orders as the suppliers have different email address...