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Status In Discovery
Categories iFinance
Created by Guest
Created on Jan 19, 2024

Restriction of BI-codes to General Ledger Codes

Please can there be an option to restrict which BI-codes are available against a general ledger code.

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  • Guest
    Jul 23, 2025

    Completely agree, this should be a a basic function of any finance system, I can't understand the logic behind why it's not set up that way.

  • Guest
    Jul 23, 2025

    This would be a total game-changer if it was introduced. We used PASS previously which had this functionality, so it feels like we've taken a step backwards in this respect. We're approaching audit season and I know they will question the volume of correction journals which have been posted due to purchase orders being raised against incorrect GL codes. Much about iFinance is time-saving, but we're spending more than the time saved checking and correcting transactions.

  • Guest
    Jul 23, 2025

    This is crucial for our organisation to limit budget holders from coding to wherever they like, despite them knowing which codes to use. Makes reporting against budget difficult and its time consuming journaling corrections.

  • Guest
    Jan 31, 2024

    Agree with this we have two schools in the one system and to keep it uniform have the same codes with only the analysis code denoting which school it is. being able to restrict various BI codes to a general code would also stop so many mis-postings in the system, that then need to be corrected