To view just the current year's transactions within each general ledger account, you need to filter by the financial year. However, this only filters the current year's transactions and does not show the brought forward balance. Currently, to view...

I believe everyone would benefit (when inputting into the system), from numbers formatted with commas to denote thousand. For example, two million, iFinance currently displays 2000000.00; it would be easier to read if the number was displayed as 2...

iFinance - AP Inbox should also process credit notes as well as invoices. If all our suppliers are sending the invoices and credit notes to the specified email address that is linked to the AP Inbox, why does it not deal with both? To treat it dif...

We hold sponsored events to raise money for school - but there is no way of parents being able to just drop any amount of money to the school via the payment system. If tere could be a donate section on the payment tab that would be amazing.

When you filter on a GL code (say by analysis code) it would be great to have a subtotal of the amounts displayed. Otherwise you have to manually calculate or download into excel and sum

Just so the parents can add more information and the school request specific information such steps taken for recovery

Currently iFinance only shows the outstanding transations for customer statements and it is not very helpful when parents or customers need to reconcile all the spending and payments done. Therefore, it would be helpful if there was an option to g...

Currently you have to create a group then delete them out of there but we will end up with 100's of groups we only need to remove one pupil but we are having to create a full group for this.

Could a cloning, or copying, feature be added in to the surveys and forms that allowed a question with multiple choice answers to be present several times on one form. A question could be copied several times and then minor changes made to each qu...

iSAMS has three address lines, but iFinance only have two In iFinance, address line 1 can be 50 characters and address line 2 can be 50 characters The synchronisation will add address line 1 from iSAMS to address line 1 in iFinance, and take a...