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1 Vote

Subtotals on Sales Invoices

Is it possible to put subtotals in sales invoices? For one of our clients they want items grouped together before the final total, like this: AC assessment 1 AC Assessment 2 AC Assessment 3 Total AC Assessment 6 DIS 7 DIS 8 Total DIS 15 Total Sale...

Created 28 Nov 15:05 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

is there an option for Purchase Quotes

Please can you add an option for Purchase Quotes as we need to send lists of goods required for a quote from our suppliers. All we can see are Purchase orders which is a completely different thing?

Created 28 Nov 13:07 by Guest

IRIS KashFlow / Purchases

0 New
2 Vote

Automated data entry of invoices and receipts

I think the majority of the users are tired of going through receipts for business expenses or supplier invoices and entering all the fields manually. With the help of Klippa's OCR API, head and line items of these documents can be extracted and b...

Created 26 Nov 13:25 by Guest

IRIS KashFlow / Purchases

0 New
1 Vote

Default wording in "Customer box" when creating quotes

Is it possible to change the software to enable the new quote screen to always default to “Quotation” in the customer box? Or it is possible for a software engineer to change? Many thanks, Jamie

Created 25 Nov 13:57 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
3 Vote

Pay Online button in Pro Forma invoices

We successful use the Pay Online button in our invoices but this feature is - oddly - missing when we raise pro forma invoices. Given that that the idea of a pro forma invoice is that it needs to be paid before the goods are released it seems an o...

Created 26 Nov 10:55 by Mark Thompson

IRIS KashFlow / Invoicing & Quotes

2 Acknowledged
2 Vote

Attach a working file to a bank transaction

We can add working files (PDFs, spreadsheets etc) to purchases, sales invoices and journals, but not apparently to bank transactions. The ability to add a one off suppliers invoice or a working paper to support a complex bank payment or receipt wo...

Created 23 Nov 19:44 by Guest

IRIS KashFlow / Bank

1 New
1 Vote

Add custom customer fields to invoice etc

Custom fields added to customer details should be selectable for display on invoices and quotes with choice of position. Customers often require information in addition to PO number such as Vendor number or other identifier for the person sending ...

Created 23 Nov 16:18 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
3 Vote

Bulk ignore

Bank transactions which have been imported their should be an option to bulk ignore bank transactions on the import screen (E.g. selecting a period of time to ignore and/or a select all option, instead of ignoring one by one). This will prevent re...

Created 20 Nov 11:51 by Heulwen Thomas

IRIS KashFlow / Bank

0 Acknowledged
1 Vote

Itemised breakdown of wages

It would be useful to have an itemised breakdown of our salaries, i.e. Time/length of call Start time, end time, hours Cost of call Any travel time Distance, rate, value, travel

Created 22 Nov 12:19 by Guest

KashFlow Payroll

0 New
3 Vote

CSV Import for Country

Request the Country field for CSV import to be the country name, not a code.

Created 16 Nov 10:44 by Mark Woodward

IRIS KashFlow / Customers

0 Acknowledged