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 all go to the same GL code same analysis code but since they are different trips, they need to be separated out. I can't set up different analysis codes for these trips as they are ad-hoc or one off trips/workshops and the analysis code approach is used for standard or regular trips. It is not practical to adopt this approach for random trips/workshops. This aggregation in the GL is giving me extra work in getting the costs for each trip correct. At least we should have the option as to whether we want it to be aggregated or not. Please consider giving the option to aggregate or not.
Our school is extremely frustrated by the noticeable lack of progress on feature requests within this portal. Many highly requested enhancements have remained unaddressed for years, despite ongoing demand from users. This prolonged lack of development has led to growing dissatisfaction and concerns about whether customer feedback is being adequately considered in the product roadmap.
If other users share these concerns and would be interested in establishing an independent forum to discuss common issues, priorities, and collective engagement with the provider, please feel free to contact me directly at d.moss@hamptonschool.org.uk.
I agree 100%. What is the point in entering all the lines separately if they then just get merged! This is causing unnecessary work and analysis in Excel having to be done outside of iFinance. This really needs urgent resolution.
This would make life so much easier when reviewing what has gone into a nominal!
Just want to add that I fully agree with your review, our organisation really needs it as well to reconcile expenses for specific students, we cannot create different budget codes for everything.