AP invoice box - see which invoice are entered via the AP invoice box
Currently there is no easy way to review invoices to see if they were loaded automatically via the AP inbox or loaded manually. Can there be a flag on invoices to show if it was loaded via the AP inbox. Sometimes staff are uploading invoices manua...
At the moment users can deactivate 2-factor authentication which goes against the grain of a company trying to secure their data. Please allow the Administrator to force 2-factor authentication on its users.
It would be good to be able to make old VAT codes (eg pre Brexit codes) inactive to prevent accidental posting to them. Improves accuracy and most other accounting software have this capability.
Please reinstate narrative when you hover over iFinance headings. If you are unsure the narrative helps massively
To reinstate the narrative would help all users. It would save time trying to find the correct heading to click into, particularly around tasks that you do not do every day and may need reminders.
When we send a letter or email to a customer, could there be a tab in the customer record that gave us the complete history of all correspondence generated for that customer. In other systems if the email or letter is generated through the system,...
Reminders for iFinance Invoice Approvals Outstanding
Currently we are resubmitting invoices to teachers who have yet to approve their invoices, the system should start to remind them on an increasingly frequent basis.
It would be really great if we were able to easily produce a report from IFinance for Prepayments. The system is great, if you use the prepayment journal it creates all the journals for the months, but you still need to keep a spreadsheet running ...
The ability to enter negative lines on sales item invoices would be extremely helpful. We require customers to pay deposits in advance before we raise the final invoice. We then need to show deposits paid being deducted from the invoice to show th...
I would like to suggest a standard format for customer statement print from: 1. Sales report > Customer Statement 2. Customers list > Actions > View > Statement PDF option This is useful for customers to receive standard statement from...
It would be a great help if we can have multi level authorisation for generating Purchase Orders in iFinance. As of now there is only 1 level of approver mapping is available based on value of Purchase Order. It will be a better solution to have m...
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Good Feature
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Awaiting Review
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In Discovery
