When an order is received, there is no way to produce an Order Acknowledgement. Most of our customers expect this so currently we must create a copy in Excel.
When entering product lines on an invoice/purchase order it stops your work flow to add a new line using the 'point and click' method. You can tab across the product details line and then have to pick up the mouse to add another line....Would it b...
Currently anything imported via csv has no project number and that has to be added after each import by individually editing each transaction - very time consuming.Likewise bank and paypal imports should allow a project number to be assigned on th...
Bank Accounts on Dashboard - Order of sequence to be available
I know the heading may not be that clear. I have set up all the bank accounts and another has been added and I want to be able to view the current account first and the credit cards at the end. At the moment there is no way that you can choose to ...
When we add a payment to a purchase invoice, could the date on the pop-up form default to the date on the purchase invoice? If I am adding lots of payments it's tedious to have to keep resetting the date.
Guest
about 8 years ago
in IRIS KashFlow
1
Will not implement
If you are using credit control with customers, you should be able to set an interest rate, and time period of late invoices, so the software then update the invoice until paid, and resends it periodically. So I could say, my interest rate is 8% a...
It would be good to have a tick box added to the sales section so that we could tick a the sales invoice then select a date for a reminder to either be emailed or an alert triggered.
Invoices printing for different sized Paper than A4
Currently even if a height and width is defined in the HTML and BODY styles for a PDF template. The PDF outputted is hard fixed to A4 size. I would like to suggest offering "A4", "A5" and "Custom" page size options. We use pre printed business for...
We are currently using the quote valid for / duration as "LEAD TIME" however this is only editable from the setting page. We would love to be able to edit this for each quotation
Display ALL unpaid invoices not just from last 90 days
Please default invoices list to ALL. The new layout on debtors filters on last 90 days so when looking at overdue debtors I am only seeing part of the list (we don't all work from the aged debtors list to chase customers). PLease default to last 3...
1
Will not implement
1
Acknowledged
0
New
