Finance

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Receipt Publishing

Can we publish payment receipts to Parents Cloud Portal as how we are publishing the invoices now? This would help parents to get all their finance details from 1 single location whenever they need. Thanks

Guest 4 months ago in iFinance 1 Awaiting Review

9 VOTE

Ability to change VAT coding

It would be helpful to be able to alter the VAT coding on transactions via the transaction browser. I am aware that currently this can only be done on bulk invoices & therefore not sales invoices or item invoices

Guest 7 months ago in iFinance 0 Awaiting Review

1 VOTE

Include initial of payer/contact in the return deposit confirmation box

Can the initial of the payers/contacts be included in the return deposit confirmation box so you can tell which payer is which when refunding deposits:

Guest 24 days ago in Fee Billing 0 Awaiting Review

6 VOTE

Improve Bank Transaction Date Accuracy in AIQ

There is a discrepancy between transaction dates in the iFinance bank feed and actual bank statements, particularly with Barclays due to their unique API rules. Since quick changes are not feasible, AIQ could provide users with more control over i...

Guest 5 months ago in iFinance 1 Awaiting Review

10 VOTE

Ability to see the VAT codes in the Transaction Browser & GL Drilldown grids

At the moment the grid options/customisation in Transaction Browser & GL Drilldown does not offer VAT code as a field to display. This would offer a quick way to check that VAT codes used for transaction processing are correct without having t...

Guest 8 months ago in iFinance 0 Awaiting Review

7 VOTE

Interest on Customer Debtor Balances

A function within iFinance that can calculate ( and post to GL) interest accruing on overdue customer debtor balances.

Guest 6 months ago in iFinance 0 Awaiting Review

1 VOTE

Customer/Supplier grid to include future dated transactions

I always assumed that the balances on the grids showed all items on supplier/customer accounts, but we have recently raised invoices in a future period and it's become clear that the grids don't show these items in the balances, and there's no way...

Guest 26 days ago in iFinance 0 Awaiting Review

2 VOTE

Purchase Ledger Suppliers balance to include not yet approved

For the purpose of checking supplier statements please include transactions allocated but not yet approved by Budget holder

Guest about 2 months ago in iFinance 0 Awaiting Review

4 VOTE

Fix transactions' analysis code imported to iFinance debtors account from Fee Billing

When transactions are imported from Fee Billing into iFinance, a BI/analysis code (cost centre - dept) is attached to the debit side of the transactions that is posted to debtors control. This may be acceptable for single line invoices, but make n...

Guest 4 months ago in iFinance 1 Awaiting Review

8 VOTE

VAT rates descriptions are missing on sales invoice templates

The current sales invoice templates only show the % of the VAT charged but not a description of the rate. In the tax summary box, please can the description of the rate ie 20%, 0%, 5%, Exempt, Outside the scope of VAT be printed as well? This woul...

Guest 8 months ago in iFinance 0 Awaiting Review

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