Other accounting systems allow you to choose a tax code when posting journals, if I need to do adjustments I can't currently do so. The vast majority of journals would be no VAT but things like the Tour Operators Margin Scheme on trips, we need to...
Guest
about 13 hours ago
in iFinance
0
Awaiting Review
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...
Guest
about 13 hours ago
in iFinance
0
Awaiting Review
When we send a letter or email to a customer, could there be a tab in the customer record that gave us the complete history of all correspondence generated for that customer. In other systems if the email or letter is generated through the system,...
It would be good to have the invoice narrative in a different format. Currently we have it in alphabetical which means for our nursery parents, the EYS funding is shown before the main fees line. Parents will question this so if any way of changin...
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...
Transfer all transactions to one account when suppliers are merged
Look to add a facility where we can merge accounts. This would mean that if an account was duplicated or a supplier merged, we could pull all the transactions over to the active account and make the other inactive. This facility is available in Xe...
Please could we have a recalculate function on direct debits. If you change fees or scholarship remission or bursary remissions within a pupils fee table, it would be great to have a recalculation function within direct debits to recalculate the r...
Lisa Long
9 days ago
in Fee Billing
0
In Discovery
1. Bill payer is company. 2. A copy of the bill is sent to the parent (Copy Bill Recipient). However in this copy of the bill, the bill to details is changed to the Parent Details. This create confusion to the parent (recipient). See screenshot 2 ...
0
Awaiting Review
0
Awaiting Review
