iFinance

We’re proposing a refinement to our period control logic to allow allocations in a closed period, with restrictions applying only to FX-related allocations. Currently, all allocations are blocked once a period is closed, limiting flexibility for u...

We’re proposing the ability to deactivate bank accounts within the system, helping finance teams better manage obsolete or inactive accounts without compromising historical data. Currently, all bank accounts remain available for selection in trans...

Currently there is no easy way to see where the invoice is at, with which approver. It would be very useful to add a column to the grid selection which shows the current approver. We currently have to click into each approval status to see who the...

I believe everyone would benefit (when inputting into the system), from numbers formatted with commas to denote thousand. For example, two million, iFinance currently displays 2000000.00; it would be easier to read if the number was displayed as 2...

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...

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...

Hello We have direct debits coming out of our bank but the payment needs to be split across a number of supplier accounts. This is not possible now using the automatic bank feed .

It would be great if under the actions you could quickly create a credit note for an invoice - currently you have to do it manually and ensure you have used the same GL codes & VAT codes to ensure it is fully reversed

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...

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...