iFinance

Currently if you want to view a fee invoice on a customer you have to download the attachments, why is there not a preview box. It would make it quicker to answer queries and reduce potential GDPR issues with desktops being filled with downloads. ...

Is it possible when working on sales accounts and clearing entries via matching that once you have done one it goes back to the list where you was. I'm currently working on G and every time I complete and clear lines on one billing account it then...

It would be extremely useful to be able to have more tabs opened at the same time, i.e. Suppliers and GL or withing suppliers Orders and Item invoices. Switching back and forth looses filters and consequently is rather time consuming. It would als...

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...

In New Item Invoice or New Purchase Order there is a drop down box for the items. It is too small to use easily. Can it be made so you can resize it to make it longer to fit in more options to the menu please?

We’re exploring the introduction of a General Journal Approval workflow to enhance control and oversight in the journal entry process. This potential feature would integrate general journal transactions into the existing workflow approval engine, ...

We’re proposing a new feature that allows users to deactivate GL account codes, removing them from use in future transactions while retaining their historical data for reporting and audit integrity. Once deactivated, a GL code will no longer appea...

Every time an invoice is resubmitted for approval the screen refreshes and takes you back to the top of the screen. It would be helpful to take you back to where you were in the screen as when you have more than 100 items its more difficult to nav...

When raising Purchase orders would it be possible for the system to flag if the analysis code will go overspent. Could finance users put a stop on anything else being raised against this code or automatically sends it to a higher level to authorise?

It would be helpful for a set automatic refresh, so that data is updated on a regular basis without the user having to force a refresh/update.