Ideas

Adding back in the favourites bar would allow access to commonly used functions within PS Financials which works really well in version 6, saving a lot of time and allowing the system to be altered by user for their own preference

In version 6, there is no limit on rows when running account enquiry.This aids reports that are needed during year end to supply to auditors and when reviewing our main purchase ledger. It would reduce time taken to run reports and changing period...

On version 6 there is an option when running the TB to exclude zero balances when running the TB, this isn't available on version 7. The option to exclude zero balances is useful to reduce run time and cleanse reports within the system, rather tha...

I am wondering how to create a trip form with payment attached? I can do a payment product on its own, and I can do a trip form on its own, but I cant see how to merge the two into one item? I need one form or product that has details of a trip, m...

When staff attach photos to expenses on the expense app, the files being sent to iFinance are too large to then be sent over email to approvers. An expense app claim with 11 receipts attached is over 50mb currently. Please can attachments uploaded...

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

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 ...

In V6 there were far more search options available. It had the ability to search the purchase ledger for a suppliers by title, account, postcode, town, address, county, country, contact, telephone, email address, bank sort code and bank account nu...

Currently a VAT description is mandatory when setting up a new supplier. Please make it mandatory that the VAT number is also mandatory or there is a drop down to select NO VAT number, it would save the person completing the VAT return for a large...

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 ...