Ideas

For a supplier invoice, if I make more than 1 entry to the same gl code and same analysis code on the AP side, I want to see these separate details when it goes to the GL side. I don't want it to be added up. This is becuase we do day trips which ...

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...

In AP, for orders, we need a means to indicate whether or not an order has been placed / actioned, without this re-triggering workflows. This field also needs to be easily visible in the dashboard grid. Otherwise, orders can end up not being place...

At the moment the grid options/customisation in Transaction Browser & GL Drilldown does not offer VAT code as a field to display. This would offer a quick way to check that VAT codes used for transaction processing are correct without having t...

I have been told iFinance outputs reports as XLS and only accepts imports as XLS files. Please can we move on to XLSX files as Microsoft are tightening up on the use of them and they pose a security risk. We automatically quarantine XLS files now ...

It would be really useful if there was a report that can be used to fully reconcile the Prepayment transactions via the Prepayment function in fInance so can be used for year end for the Auditors,

When SSO is in use, there should be an option to disable the non SSO login option to reduce confusion and increase security

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...

The new VAT audit trail report is great, thank you for adding it. It will making our partial exemption workings much easier. Unfortunately, it has a serious coding error in it so it cannot be reconciled to the VAT100 report. the "Tax Amount" colum...

In New Item Invoice or New Purchase Order there is a drop down box for the items. It is too small to use easily. Can it be made so you can resize it to make it longer to fit in more options to the menu please?