Ideas

iFinance is 10 years behind other software and needs a drag and drop capability when uploading invoices etc. The save, search, upload function as it is, is so time consuming it is driving me to look at other providers.

We need to have the ability to review the audit trail for the approval process / cancelled orders as there have been instances where an order has been cancelled and we don't know who by / why. This would most likely be picked up by auditors and so...

Dear Development Team, Would it be possible to have several open bulk payments for the same bank (Purchase Ledger) ? We have several employees that are preparing bulk payments at the same time or sometimes we need to create one bulk payment per cu...

The ability to change the default filter when viewing customer or supplier transactions to All Transactions rather than Outstanding Transactions.

We are looking into how current students' parents could update us with their current medical data. Our parents have 'Medical Centre' menu displayed on their Parent Portal now, while they can only see 'Parental Consent' and 'Medication' sections (a...

The concept of a parent portal is to provide a centralized location where parents can easily access information about the school and their child. With advancements in AI, it’s unfortunate that current systems do not support third-party HTML plugin...

In AP, for orders, we need a means to indicate whether or not an order has been placed / actioned, without this re-triggering workflows. This field also needs to be easily visible in the dashboard grid. Otherwise, orders can end up not being place...

It would be great to have a way of seeing who is currently logged into the system. I regularly have to open closed period to post journals etc but don't want anything else posting while the periods are open. I currently have to guess who might be ...

I find the search function to be inconsistent in iFinance... In Journal entry creation, for GL account, you can type in the account number or the account name and the search returns anything (be it the code or name) that matches, This is also true...

As is the Student Widget shows attendance in a nice sreamlined way, but we have no control on the data or how it calculates the percentages. It seems to be considering the "Not yet registered" as absencies. It would be great to be able to select, ...