Ideas

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 ...

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.

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.

Currently this is implemented on the sales ledger and it would be extremely good function to have on the purchase ledger as well.

Currently schools cannot do partial refunds and are ONLY able to refund against transaction lines - feedback has been that this is a relatively rigid model, especially with partial refunds not being available.

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

Item Purchase Credit Memos are now not sent for Approval when the new workflow is implemented. The budget holder is now not aware when a credit is received. It would be good if the functionality is improved in this area.

The 50 character limit is too restrictive where transactions are coming from a live bank feed. Banks will not change their format.