Ideas

It would be helpful to be able to alter the VAT coding on transactions via the transaction browser. I am aware that currently this can only be done on bulk invoices & therefore not sales invoices or item invoices

We currently have the emails sending to tutors on each entry, as below: This is bombarding tutors with dozens of emails per day. Is it possible to have a once a day email which collates all of the entries for that tutor group in one email?

The new VAT audit trail report is great, thank you for adding it. It will making our partial exemption workings much easier. Unfortunately, it has a serious coding error in it so it cannot be reconciled to the VAT100 report. the "Tax Amount" colum...

A dedicated iFinance user group forum would provide a valuable platform for direct communication among iFinance users, enabling them to share support and assistance. While the iSAMS community offers various forums within iCommunity/Discussions, th...

In our previous system, we were able to mark General Ledger accounts as "out of use" (inactive) to help maintain and declutter the general ledger. It also ensured no subsequent postings were made to the account. My current understanding is that th...

The following areas require the user to tell the system who they are each time they make a submission. While on the odd occasion they might be submitting something for someone else, so the ability to change the selection should remain, the lack of...

We would like to send push notifications to individual parents in the iParent app. At present the drop down gives the names of the devices registered to individuals rather than the actual name of the individual. Consequently, it is almost impossib...

The need for an audit log for control panel changes, whether it's to show that something was done by mistake or if you have multiple admins (as this is needed at times) to show who has made the change and when. It could also be useful if a malious...

Payment Run - Ability to deselect all items. Unable to deselect all items bought through to the select the ones you require. When wanting to pay just one item deselecting them all individually is long winded.

At the moment the grid options/customisation in Transaction Browser & GL Drilldown does not offer VAT code as a field to display. This would offer a quick way to check that VAT codes used for transaction processing are correct without having t...