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1 Vote

Download sales invoices as PDFs in BULK rather than 1 at a time!!

I am trying to "back up" (for want of a better word) all of my sales invoices. Currently I have to "Print-Save as PDF "each invoice individually... I have THOUSANDS. I don't think it's too much to ask for to be able to download all of my invoices ...

Created 15 Jun 15:55 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Having the option to enter the "rate" on invoice lines as either exclusive or inclusive of VAT

Having the option to enter the "rate" on invoice lines as either exclusive or inclusive of VAT It would be a real time saver if there were the option to be able to enter the "rate" value of an invoice line item as gross rather than having to alway...

Created 15 Jun 11:55 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
2 Vote

The ability for customers to choose to add on a small amount of payment to go towards charity.

It would be good to have the ability for us to generate invoices where the customer has the option to add a bit extra to their payment and we can donate this extra to charity.

Created 28 Jan 00:37 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Add a column to show purchase receipts against respective projects on the purchase invoices listing page

This feature is available for the sales invoice listing page, so why not have it on the purchase invoice listing page.

Created 14 Jun 15:25 by Guest

IRIS KashFlow / Purchases

0 New
2 Vote

Unpaid and Part Paid Invoices Report as downloadable data file

I issue single invoices paid over a long period in a schedule of installments. The due date is sometimes a year or more into the future. As payments are against a single invoice, there is no flag to let me know an installment is overdue. Issuing s...

Created 26 Jan 17:42 by Katrina Boydon

IRIS KashFlow / Reports

1 Planned
2 Vote

being able to edit invoices after the transaction lock date

Changing invoice numbers and dates after transaction lock date. A customer has not yet received invoice but paid in advance, we up date the records and are unable to because the bank has been reconciled. I understand we should not be editing payme...

Created 24 Jan 17:34 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Will not implement
2 Vote

Column Totals within bank accounts

On the transactions page of the bank accounts you have a column for 'in and a column for 'out', but there is not a total for either column. This would be really handy so that at a glance you can see how much has come in and out, not just the indiv...

Created 23 Jan 23:34 by Rob Smith

IRIS KashFlow / Bank

0 Acknowledged
2 Vote

Make Bank Matching look at invoices it has previously matched but which are still only part paid

Once Bank Matching has allocated an invoice it doesn't include it in future matches even although that invoice might be unpaid - I have several hundred customers paying by standing order (ie the same amount every month from the same invoice) and c...

Created 22 Jan 15:42 by Rob Smith

IRIS KashFlow / Bank

0 Acknowledged
2 Vote

Convert quotes to more than 1 invoice for receipt of deposit purposes

We work on a deposit and stage payment accounting system and would like to be able to convert the original quote to separate invoices at the different stage of the work i.e. deposit then next stage and final payment. This is to ensure there is not...

Created 20 Jan 11:17 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Make it possible to enable the API settings on all clients from the main dashboard rather than having to go into each client individually to enable the API settings

Quicker for any agent using Kashflow for multiple clients.

Created 10 Jun 12:02 by Bobbie Brown

IRIS KashFlow / Dashboard

0 New