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SUBMIT IDEA

iFinance

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Option to mark General Ledger Accounts as Inactive

In our previous system, we were able to mark General Ledger accounts as "out of use" (inactive) to help maintain and declutter the general ledger. It also ensured no subsequent postings were made to the account. My current understanding is that th...
Guest 13 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

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 14 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Email Receipt from Customer Transaction screen

It would be more convenient if we could directly email receipts from the Customer Transaction screen ('Action' tab), similar to how we can email Invoices and Credit Notes. This would streamline our process and save us time. Currently, there is no ...
Guest 18 days ago in IRIS Ed:gen & iSAMS / iFinance 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 21 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review