Ideas

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...

Customer (EMM01) mentioned that they were looking for a way to see current commitments in accounting enquiries, as per a previous option within V6. This no longer seems to be available to them in V7.

Could YPO be considered as a supplier for punchout?

Could we have a field on the analysis codes so that we can ID the VAT status of each cost centre eg Vatable, Partial Exemption, Not Vat Recoverable. This would ease the partial exemption calculation once data is exported to excel

I use ODATA link for reporting regularly, it is the most efficient way for me to update our management report. However, there is currently no ODATA link for Fixed Assets Register, and the new Approval Workflow Listing. Both of them will be very he...

In iFinance under the Bank where one uploads bank transactions please can we have the ability to clear one transaction only and this could be at a later date than other transactions not allocated on the Bank. Please ensure that if one does enter a...

We find the process of creating a new user really long winded and often we miss certain elements. A user friendly function which adds the user to all the right areas of the system with the right access would be amazing.

Ability to attach a file upon creating a document via Document Input. Would save users going back into the document to attach the file. If this function could additionally work in the same way that Purchasing works where the attachment is copied/m...

It would be great to have the ability to archive and hide old GL codes that are no longer used as when schools are tidying up their ledgers there are a lot of codes that now have DO NOT USE attached to them as that is the only solution to date.

It would be good to be able to make old VAT codes (eg pre Brexit codes) inactive to prevent accidental posting to them. Improves accuracy and most other accounting software have this capability.