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1 Vote

Optional Payment by credit card

We are a financial services organisation and do not want to offer credit card payments as a matter of course, but would occasionally frind it useful to offer it at our discretion for small value transactions.particularly as we deal with a number o...

Created 03 Dec 15:26 by Guest

IRIS KashFlow / Invoicing & Quotes

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1 Vote

Add comments to bulk invoice import

Our business offers multiple products, and we use comments on invoices to act as titles in separating them out. For example: COMMENT AS TITLE Line item 1 Line item 2 Line item 3 COMMENT AS TITLE Line item 1 Line item 2 Line item 3 Unfortunately i...

Created 28 Nov 22:06 by Oliver Sherrington

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Don't duplicate PO number when Copying an Invoice

Hi, Please can you change the Copy Invoice function so that it either doesn't duplicate the PO Number from the old invoice into the new one or that it asks you - if there is PO Number in the original invoice - whether you want to include the PO Nu...

Created 27 Nov 12:17 by Guest

IRIS KashFlow / Invoicing & Quotes

1 Acknowledged
1 Vote

Stop quotes being invoiced twice

Quotes to be flagged as already invoiced if you try to create an invoice again from same quote.

Created 22 Nov 16:23 by Guest

IRIS KashFlow / Invoicing & Quotes

0
1 Vote

Non-printed fields in quotes / invoices.

It would be really helpful if there was an unprinted field for each line of a quote invoice. We build a quote from many different products from many different suppliers but don't let the customer see that detail. As an example a line item might sa...

Created 19 Nov 11:25 by Dan Roberts

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Move VAT reconcile date into the VAT section of settings

The reconcile date for VAT is currently in the 'Advanced' section of settings and not the 'VAT' section - call me a blind dingo but wouldn't it be better to have all of the VAT dealings in the one place?

Created 17 Nov 08:27 by Rob Smith

IRIS KashFlow / Invoicing & Quotes

0
1 Vote

Ability to remove Product column from invoice

many companies don’t make a ‘product’ and so this column is useless to them. However it takes up space on the form when you are completing it. If it was removed we would be able to see the description etc more clearly because they would be bigger.

Created 15 Nov 12:29 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Layout Consistency between creating invoices & packing slips online & how they print.

The printed/PDF invoices and packing slips are great but when it comes to creating them the layout is totally different. Online, the invoice number is on the left whereas its on the right on the print outs/pdf. The customer PO online is between th...

Created 24 Oct 14:53 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Stock Level Warnings - should trigger an email

I know you can set levels for each sales code (stock items) below which there is a warning if the stock level drops below this threshold. However, so far as I know the only difference this makes is the colour of the stock item changes when you try...

Created 23 Oct 11:55 by Rich Mellor

IRIS KashFlow / Invoicing & Quotes

0
1 Vote

Multi-user permission with Read / View Only user to certain clients only

I want our accountants to and other departments to great groups or atleast users with different permission A financial controller might want to give read only view access to his junior accountant to build reports or download invoices and send to ...

Created 22 Oct 22:08 by james brent

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged