Ideas

When we receive a refund from a supplier, but the credit note to allocate it to is not quickly received, the payment run will include the purchases credit journal to process as a payment to the supplier. Invoices currently have a way to flag them ...

I'd like to be able to pull the School Division field in the HR reports. The field currently isn't available. Thanks

Approval of Journals prior to posting to the GL in iFinance as an internal control measure for different levels of staff members in a department.

Outside of iSAMS we keep a record of which cars belong to which staff. It would be helpful if we could record this in iSAMS in a more structure way, linked to the HR record for each staff member, rather than in Word/Excel documents as some schools...

At the moment these can only be created or deleted. I wanted to reword something and now have to delete and recreate the field whereas in Student manager I can edit m,y custom fields.

The approval email from the new workflow looks as though it is from the recipient of the email. This is causing some of our members of staff to think that they are receiving phishing email or emails that may be 'nasty'!! Could the recipient be fro...

I use ODATA link for reporting regularly, it is the most efficient way for me to update our management report. However, there is currently no ODATA link for Fixed Assets Register, and the new Approval Workflow Listing. Both of them will be very he...

It would be useful to split the process of creating a Sales Item Invoice into allowing someone to create the Sales Item invoice but not be able to post it. We have a lettings manager who provides us with the total amount to invoice letting clients...

The ability to create a letter from within iFinance would make the credit control process much more efficient and less prone to error. We are a school and our customer accounts are fee-paying parents. From the Sales > Customers screen, for each...

Currently when I'm approving invoices I can see how much the tax (VAT) is, but I cannot see what code that has been applied to, ie if it has gone to a partial exempt code or not, It would be great to see the code included into the email that I get...