Ideas

We would greatly appreciate the ability to add document attachments for bank transactions when using the "create new posting" or "sundry bank payments/receipts" actions in the Bank module. Currently, to add copies of receipts, remittance advices (...

When posting bank payments/receipts, currently the dimension tag chosen for the posting is also applied to the VAT code and bank's GL account. This results in any budget reports that include both balance sheet and P&L accounts to not accuratel...

The locked down budget holder report brings up any budgets (dimension tags) that the user is an approver for. Many people approve invoices for generic budgets that are managed at a high level reporting. But because they are an approver for that bu...

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...

Currently, the system only supports monthly spreading of prepayments. This results in an excessive number of journal entries each month, cluttering transaction reports, complicating review processes, and making it difficult to track prepayment rel...

Since AIQ changed BI code to Dimension tags, there is a serious glitch in the program, that must be rectified ASAP. If you try to edit transaction dimension tags/BI codes in already processed transactions, the system over-writes ALL dimension tags.

We need to set up item invoicing for a revenue stream for the school, all items are linked to a Nominal and Dimension, but it does not allow you to set a dimension against a item product. This is important as we do not want the person who is raisi...

When there are a huge number of transactions within the imported bank statement, it would be useful to be able to sort by value (low to high) within the whole feed or within a particular day. It would also be helpful to be able to search for a tra...

Please can I ask that when an attachment is rejected from the AP box automatically - that the attachment is on the bounce back email. It is very time consuming to find out which email was returned.

It would be great if under the actions you could quickly create a credit note for an invoice - currently you have to do it manually and ensure you have used the same GL codes & VAT codes to ensure it is fully reversed