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PINNED Gathering Feedback - Select All & Post from Item Invoices Listing
We’re proposing a usability enhancement to the Item Invoices Listing screen by introducing a "Select All & Post" option. Currently, users must manually tick each individual item invoice before posting, which is time-consuming and error-prone -...
PINNED Gathering Feedback - Approval on Journals
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, ...

Ideas

Showing 140 of 3096

HMRC licence renewal - notification and warning alerts

The HMRC licence is valid for 18 months. As with bank feeds, users should be notified when a licence is approaching renewal or, at the very least, iFinance should prevent submission and display an appropriate error message. However, iFinance does ...
Guest about 2 months ago in iSAMS / iFinance 1 Awaiting Review

Enable Customer Payment Functionality in iFinance (e.g., Refunds, Overpayments)

Currently, iFinance allows payment processing only for suppliers. However, for payments to customers (such as student refunds or overpayment returns), we are required to process the payment manually through the bank and then record it separately i...
Guest 5 months ago in iSAMS / iFinance 0 Awaiting Review

GL drill down to include a subtotal

When you filter on a GL code (say by analysis code) it would be great to have a subtotal of the amounts displayed. Otherwise you have to manually calculate or download into excel and sum
Guest 16 days ago in iSAMS / iFinance 0 Awaiting Review

Customer/Supplier Transaction Default Filter to All Transactions

The ability to change the default filter when viewing customer or supplier transactions to All Transactions rather than Outstanding Transactions.
Guest about 1 month ago in iSAMS / iFinance 0 Awaiting Review

AP - add [Approval by / with ] column to item invoices dasboard

Currently there is no easy way to see where the invoice is at, with which approver. It would be very useful to add a column to the grid selection which shows the current approver. We currently have to click into each approval status to see who the...
Guest about 2 months ago in iSAMS / iFinance 0 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 9 months ago in iSAMS / iFinance 1 Awaiting Review

Amalgamate multiple invoice entries into 1 in GL

For a supplier invoice, if I make more than 1 entry to the same gl code and same analysis code on the AP side, I want to see these separate details when it goes to the GL side. I don't want it to be added up. This is becuase we do day trips which ...
Guest about 2 months ago in iSAMS / iFinance 1 Awaiting Review

Amending BI / analysis code

It's very frustrating that we can't correct postings once they are processed. For example if a purchase invoice is incorrectly posted to a BI code it's not possible to change it. It's also not possible to delete it either - only reverse it. These ...
Guest almost 2 years ago in iSAMS / iFinance 7 Good Feature

Brought Forward Balances required on General Ledger Accounts

To view just the current year's transactions within each general ledger account, you need to filter by the financial year. However, this only filters the current year's transactions and does not show the brought forward balance. Currently, to view...
Guest 11 months ago in iSAMS / iFinance 0 Awaiting Review

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 9 months ago in iSAMS / iFinance 0 Awaiting Review