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Finance

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Batch Invoice description to show as entered in the purchase ledger supplier account

when you process an item purchase invoice the description entered is only viewable in the general ledger. In the purchase ledger and supplier account it shows as the account name/invoice number/value. When processing a batch purchase invoice the d...
Guest 4 months ago in iFinance 0 Awaiting Review

Email from the new workflow approval system looks to come from recipient

The approval email from the new workflow looks as though it is from the recipient of the email. This is causing some of our members of staff to think that they are receiving phishing email or emails that may be 'nasty'!! Could the recipient be fro...
Guest 4 months ago in iFinance 0 Awaiting Review

Split Lodgement for Suppliers

We really love the split lodgement feature in the Sales Ledger and think this would be a very useful feature to have in the Purchase Ledger too
Guest 4 months ago in iFinance 0 Awaiting Review

Increase Character Limit in Lodgement Number

The 50 character limit is too restrictive where transactions are coming from a live bank feed. Banks will not change their format.
Guest 4 months ago in iFinance 0 Awaiting Review

Raising a VAT only invoice

Since the implementation of VAT on school fees, we need to raise VAT only invoices to our Local Authority. At present the invoice needs to be raised outside of iFinance, but it would be helpful to be able to do this as part of our billing cycle.
Guest 4 months ago in Fee Billing 0 Awaiting Review

New VAT drop down in Bank Feed

HI I think it would be useful in the bank feed that if you have not chosen a VAT code it does not let you process the transaction until you have, as this is a new function for most of us it would elimate the possiblitly of matching a bank payment ...
Guest 4 months ago in iFinance 0 Awaiting Review

Removal of Analysis Code requirement on Item Invoice/AP Inbox

When posting invoices through Item Invoicing and AP Inbox it forces the need for an analysis code. In instances where something is going to a control account (overseas trips or collections for example) we don't need these. Please could the analysi...
Guest 5 months ago in iFinance 0 Awaiting Review

Restrictions required for inactive ledger accounts

Can we please put restrictions for inactive ledger accounts. The system currently allows an active ledger account to be put as inactive when it has a balance on the account. The system also allows postings from iSAMS to inactive billing accounts w...
Guest 5 months ago in iFinance 0 Awaiting Review

Amend Variable Direct Debit Date after Invoice Production

As we cant see the whole bill when previewing invoices before publishing its really difficult to make sure you have entered the correct date for the DD collection when collecting extras separately to the Fees. It then falls to IFinance to come in ...
Guest 5 months ago in Fee Billing 0 Awaiting Review

In Pupil Manager > Contacts > Billing Details, is there a way to set "Preferred Payment Method" to "Other" by default?

In Pupil Manager > Contacts > Billing Details, is there a way to set "Preferred Payment Method" to "Other" by default?
Guest 6 months ago in Fee Billing 0 Awaiting Review