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Finance

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Archive GL Codes

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.
Guest 3 months ago in iFinance 0 Awaiting Review

Draft Purchase Orders

There is currently no option to make a draft purchase order. Our teachers and support staff often start a PO and need a save draft option if they are quickly needed somewhere else or balancing tasks. It would be helpful if they could do a draft sa...
Guest 2 months ago in iFinance 0 Awaiting Review

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

Customer Statement

I would like to suggest a standard format for customer statement print from: 1. Sales report > Customer Statement 2. Customers list > Actions > View > Statement PDF option This is useful for customers to receive standard statement from...
Guest 3 months ago in iFinance 0 Awaiting Review