iFinance

Showing 49 of 2006

Applying VAT to journals

Other accounting systems allow you to choose a tax code when posting journals, if I need to do adjustments I can't currently do so. The vast majority of journals would be no VAT but things like the Tour Operators Margin Scheme on trips, we need to...

Guest 3 days ago in iFinance 0 Awaiting Review

2 VOTE

Journal Approval

Approval of Journals prior to posting to the GL in iFinance as an internal control measure for different levels of staff members in a department.

Guest 4 days ago in iFinance 0 Awaiting Review

1 VOTE

Tax Codes on Approval Emails

Currently when I'm approving invoices I can see how much the tax (VAT) is, but I cannot see what code that has been applied to, ie if it has gone to a partial exempt code or not, It would be great to see the code included into the email that I get...

Guest 3 days ago in iFinance 0 Awaiting Review

1 VOTE

Document History

When we send a letter or email to a customer, could there be a tab in the customer record that gave us the complete history of all correspondence generated for that customer. In other systems if the email or letter is generated through the system,...

Guest 4 days ago in iFinance 0 Awaiting Review

5 VOTE

Customer Statement to show all transactions

Currently iFinance only shows the outstanding transations for customer statements and it is not very helpful when parents or customers need to reconcile all the spending and payments done. Therefore, it would be helpful if there was an option to g...

Guest 20 days ago in iFinance 0 Awaiting Review

3 VOTE

Prepayments report

Would it be possible to have a prepayments report showing each invoice and the duration that is still pending.

Guest 24 days ago in iFinance 0 Awaiting Review

2 VOTE

Transfer all transactions to one account when suppliers are merged

Look to add a facility where we can merge accounts. This would mean that if an account was duplicated or a supplier merged, we could pull all the transactions over to the active account and make the other inactive. This facility is available in Xe...

Guest 17 days ago in iFinance 0 Awaiting Review

9 VOTE

Auto match within AccountsIQ

I've suggested this idea on several previous occasions, and I'm confident I'm not the only one who would find it extremely valuable. It would be incredibly helpful to introduce an auto-match function that works on both the Sales Ledger and Bank Im...

Guest 3 months ago in iFinance 1 Awaiting Review

2 VOTE

Budget Holder Detailed Transaction Tabs Not Reconciling to Summary Tab

We have high instances of detailed transaction tabs not reconciling to the summary Business Analysis tab. The work around we have been given is to manually intervene with a forced update through GL Explorer. Unfortunately we are constantly having ...

Guest 19 days ago in iFinance 0 Awaiting Review

2 VOTE

Budget Holder Detailed Tabs-Net DR/CR Total Field Required

The detailed transaction tabs on Budget Holder reports only show separate totals for the debits and credits. Please include a net total debit/credit field to allow an instant check that the detailed analysis tabs actually reconcile to the summary ...

Guest 19 days ago in iFinance 0 Awaiting Review

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