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1 Vote

Show invoice/purchase values both with and without VAT

In the list of invoices / purchases, the default is the total including VAT. Apparently I can change that to excluding VAT. I'd like to be able to have both. Can't imagine that others wouldn't also find this useful as an option

Created 27 Oct 18:23 by L Smith

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Report showing Estimates (quotes) by category

When creating estimates, I can categorise them as I choose. However, I would also like to generate a report that shows estimates as I have categorised them. In my case this would be: new project estimate / agreed or in progress / completed pending...

Created 27 Oct 18:21 by L Smith

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Customer order number

Can I set up a message on a customer, saying that we need an order number before an invoice can be processed?

Created 26 Oct 22:12 by Damian McCann

IRIS KashFlow / Customers

0 New
1 Vote

Customer profile page

When looking at a Customer’s profile summary page, can a column be shown for a description of the invoice?

Created 26 Oct 22:09 by Damian McCann

IRIS KashFlow / Customers

0 New
1 Vote

Option to re-order line items on Payslip

Helpful & easier reading if payslip line items were grouped according to type. For example we have drivers who are paid a salary and a variable amount of overtime each week. additionally other payments for weekend overtime - all these need to ...

Created 26 Oct 16:30 by Guest

KashFlow Payroll

1 Acknowledged
1 Vote

Transaction Filter

In the transaction view (on any account) should be able to filter each of the headers... Date | Code | Comment | Business Unit | In | Out We have a vast number of transactions... a simple filter would make life so much easier and quicker.

Created 25 Oct 09:47 by George Ross

IRIS KashFlow / Bank

0 New
1 Vote

Export Payments

Require ability to export (.csv); Customer Code, Payment Date, Payment Value as a report.If I can filter this by nominal code even better. Essentially the ability to export customer payments so I can reconcile them in a separate system.

Created 16 Oct 06:18 by George Ross

IRIS KashFlow / Payments

3 New
1 Vote

Hi, Just an observation - it would be really helpful if the supplier batch payment total would come in the search facility. Currently you have to go to the supplier, search the statement and then go into an individual and click edit to find the amount when doing a bank reconciliation. Unless there is an easier way?

This would be quicker to reconcile your vat quarterly accounts

Created 14 Oct 16:26 by Guest

IRIS KashFlow / Other

0 New
1 Vote

Incorporate an up/down arrow when scrolling in the client's bank account

Is there anyway you can incorporate an up/down arrow when scrolling up and down in the client's bank account? It is difficult to be precise at times, especially when there are loads of transactions.

Created 14 Oct 10:44 by L Barker

IRIS KashFlow / Bank

0 New
1 Vote

Presentation of P&L

The purchases in individual project P&L to be presented according to account code instead of in alphabatical order

Created 11 Oct 13:22 by Guest

IRIS KashFlow / Purchases

0 New