Ideas

When attaching a file to a transaction within iFinance it does not tell you if a file is too big to attach.

I always assumed that the balances on the grids showed all items on supplier/customer accounts, but we have recently raised invoices in a future period and it's become clear that the grids don't show these items in the balances, and there's no way...

On a user profile if the GL listing is ticked it would be useful to restrict the view of some of the nominal accounts that the user is able to view and therefore only allow them to view a selection of nominal accounts for example all the codes und...

Reports are very basic and cumbersome. Why can't reports show only the latest up to date training? When you run a report it gives historic training too which complicates and is not necessary. I do not need to know the person has completed 4 lots o...

We purchase from Amazon using a company account. We use 4 customisable fields on our checkout page which are compulsory and these then appear on the invoice that is sent to our AP Inbox (see yellow highlight on attached invoice). Can iFinance use ...

Ability to create a contract of employment for a candidate matching the job role information with the information from the candidate portal. With an option to e-sign the document before converting to an employee.

Is there any way that the drop down on cash allocation in the sales ledger could have the balance on the account showing instead of the currency code please? The currency code means nothing to us but it would be very helpful to see the balances es...

The ability to warn and / or restrict individuals from submitting expenses that are a certain age i.e. over 3 months old.

The ability for an employee to create their objectives, for a line manager to then review and agree. Compared to the existing process where an objetive is created and assigned to the employee.

Our controls are that we need to people to authorise a bulk payment and currently have to print the report for the second authoriser to sign.