Ideas

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...

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

For some events we ask parents to sign up to say they're attending. Currently something we do via SchoolPost or Microsoft Forms. When creating events it would be great if we could have a signup/booking option we could utilise, so we don't need sep...

Option to set up an item code for reporting purposes but be able to remove the find the last invoice value option when an invoice is read into the AP inbox. When you import the invoice shows the value of the invoice but when you apply an item code...

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...

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...

Can we publish payment receipts to Parents Cloud Portal as how we are publishing the invoices now? This would help parents to get all their finance details from 1 single location whenever they need. Thanks

A function within iFinance that can calculate ( and post to GL) interest accruing on overdue customer debtor balances.