Submit Idea
SUBMIT IDEA

Finance

Showing 86 of 2003

Amend batch names in a cycle

It is very easy to mis-name a batch when in production & it would be extremely useful to be able to re-name batches so that they are easier to identify or correctly identify a batch for future reference.
Guest 9 months ago in Fee Billing 0 Good Feature

Customer Statement

I would like to suggest a standard format for customer statement print from: 1. Sales report > Customer Statement 2. Customers list > Actions > View > Statement PDF option This is useful for customers to receive standard statement from...
Guest 3 months ago in iFinance 0 Awaiting Review

Deposits - retained rather than returned

We have occasions where we retain a deposit rather than return it but there is no way of recording this in Fee Billing. It would be good to have a tick box to say "Retained" so that it can't subsequently be returned in error and it isn't included ...
Guest about 2 years ago in Fee Billing 1 Good Feature

Prepayments Year End Report

It would be really great if we were able to easily produce a report from IFinance for Prepayments. The system is great, if you use the prepayment journal it creates all the journals for the months, but you still need to keep a spreadsheet running ...
Guest 10 months ago in iFinance 2 Good Feature

Reminders for iFinance Invoice Approvals Outstanding

Currently we are resubmitting invoices to teachers who have yet to approve their invoices, the system should start to remind them on an increasingly frequent basis.
Guest 6 months ago in iFinance 0 In Discovery

Allow negative lines on sales invoices

The ability to enter negative lines on sales item invoices would be extremely helpful. We require customers to pay deposits in advance before we raise the final invoice. We then need to show deposits paid being deducted from the invoice to show th...
Guest almost 2 years ago in iFinance 0 In Discovery

Import due date info from iSAMS fee billing module (or allow various credit terms for a given client)

It would allow schools and your other clients to follow up which clients are actually late to pay their bills. For now, those reports are a mix of invoices that are past due and some that are not due yet because iFinance assumes all bills issued t...
Guest 4 months ago in iFinance 0 In Discovery

VAT on Percentage based fee codes - Attached to Parent

When a fee code is percentage based the VAT code the should be derived from the Parent and not from the item itself. This is because it could be attached to parents with different VAT rates. The VAT field should not be a required field. If it is a...
Guest 2 months ago in Fee Billing 2

Archive Bank Accounts

We have an number of obsolete bank accounts and it would be useful to remove these from the banking screen so only live (used) accounts show.
Guest 10 months ago in iFinance 0 Good Feature

Ability to view amend and forget memorised auto-postings from a complete list of saved data

It would be good to have the ability to view, amend and forget memorised auto-postings from a pulled up list of 'all memorised postings' We have a few that have been auto-posted to the wrong place and due to the bulk of transactions we receive the...
Guest 7 months ago in iFinance 0 In Discovery