Submit Idea
SUBMIT IDEA

Finance

Showing 85

Commas to denote thousands in numbers; when inputting numbers

I believe everyone would benefit (when inputting into the system), from numbers formatted with commas to denote thousand. For example, two million, iFinance currently displays 2000000.00; it would be easier to read if the number was displayed as 2...
Guest 6 months ago in iFinance 0 Awaiting Review

Improvements to the VAT Audit Trail Report

The new VAT audit trail report is fantastic, thank you for adding it. It will making our partial exemption workings much easier. Please can I suggest a few small improvements to make it even more user friendly? Please could you: 1) Add a report fi...
Guest 5 months ago in iFinance 1 Awaiting Review

Auto refresh

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.
Guest 5 months ago in iFinance 1 Awaiting Review

Bulk Cancellation of Leaver Direct Debits

Already submitted an idea for Bulk Refund of Deposits but can we have the same for Leavers Direct Debits - it took me ages to complete this task too. To have to go into each individual pupil, billing contact and then delete the dd takes too long. ...
Guest 2 months ago in Fee Billing 0 Awaiting Review

iFinance - AP Inbox should also process credit notes as well as invoices

iFinance - AP Inbox should also process credit notes as well as invoices. If all our suppliers are sending the invoices and credit notes to the specified email address that is linked to the AP Inbox, why does it not deal with both? To treat it dif...
Guest 8 months ago in iFinance 1 Awaiting Review

historical audit data of who changed the set up of the VAT rates

It would be useful to have an audit trail of by whom and when such things like VAT codes have been amended. It would assist in determining what it may have impacted etc
Guest 23 days ago in iFinance 0 Awaiting Review

Sort order of Fee cycles on Parent Portal for Invoices

At present, there isn't an option to manually sort the order of which the invoices appear on the Parent Portal. Ideally, the latest cycles should appear at the top, which is currently not the case. Using the date options don't either have any affe...
Guest 24 days ago in Fee Billing 0 Awaiting Review

Annual spreading of Prepayments

Currently, the system only supports monthly spreading of prepayments. This results in an excessive number of journal entries each month, cluttering transaction reports, complicating review processes, and making it difficult to track prepayment rel...
Guest 3 months ago in iFinance 0 Awaiting Review

Ability to change VAT coding

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
Guest 8 months ago in iFinance 0 Awaiting Review

Shorter Process for Re-Generating Invoices

An improvement I feel would save time and benefit all billing clerks would be where we do not have to regenerate all invoices withdrawn from the portal before publishing again, for example sibling invoices where no amendments have been made but ne...
Guest about 2 months ago in Fee Billing 0 Awaiting Review