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Finance

Showing 86 of 2004

Generate letters for credit control

The ability to create a letter from within iFinance would make the credit control process much more efficient and less prone to error. We are a school and our customer accounts are fee-paying parents. From the Sales > Customers screen, for each...
Guest 6 months ago in iFinance 0 In Discovery

Bulk Allocation

Each term we are posting cash receipts prior to the invoices being pulled in from Isams. It then takes 2 days of solid payment allocations. Please could a bulk option be reviewed. thanks
Guest almost 2 years ago in iFinance 0 Next

AP invoice box - see which invoice are entered via the AP invoice box

Currently there is no easy way to review invoices to see if they were loaded automatically via the AP inbox or loaded manually. Can there be a flag on invoices to show if it was loaded via the AP inbox. Sometimes staff are uploading invoices manua...
Guest 4 months ago in iFinance 0 Good Feature

Restriction of BI-codes to General Ledger Codes

Please can there be an option to restrict which BI-codes are available against a general ledger code.
Guest 11 months ago in iFinance 1 In Discovery

Extended Business Analysis report - Request for Prior Year Comparatives

The Extended Business Analysis reports only have the option to compare to budget. For effective management reporting, comparatives to both budget and prior year are required. Can we please include the option for prior year comparatives. (Please no...
Guest 7 months ago in iFinance 0 In Discovery

Data exports from iFinance and iSAMs

It would be really useful if the downloads that you drop from iFinance were the same as the downloads from iSAMs, I spend a lot of time making two spreadsheets the same before I can do what I actually want to do. If it came out as School ID, Surna...
Guest about 1 month ago in Finance 0 Awaiting Review

Ability to upload a document in the Fee Billing Module

It will be very useful to be able to upload documents to a pupil's record in the fee billing module. For example, we have Direct debit mandates or parent's communications with account's information that we would like to upload in this module which...
Guest 10 months ago in Fee Billing 0 Good Feature

Sales account credit balances to be taken into consideration for direct debits

We have several credits on sales accounts but the direct debit calculations do not take this into consideration. We have opted for the brought forward balances to be shown on the invoices but have had several parents saying that there is an error ...
Guest 4 months ago in Fee Billing 0 Good Feature

Force 2-factor Authentication

At the moment users can deactivate 2-factor authentication which goes against the grain of a company trying to secure their data. Please allow the Administrator to force 2-factor authentication on its users.
Guest 10 months ago in iFinance 1 In Discovery

Allow option to prevent negative fee total for billing

Many of our pupils have more than one bursary or scholarship type and as these are input via percentages, it would be useful to disable negative balances in the fees total to prevent any errors being made by over crediting.
Guest 8 months ago in Fee Billing 0 Good Feature