Help us improve

2 Vote

Ability to reorder or move line items in Invoices and Purchase Orders

It would be useful to be able to reorder or move line items on both Invoices and Purchase Orders - I often have a lot of identical items but waste time having to retype to ensure there is sectional consistency/grouping

Created 31 Jan 11:42 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Already exists
2 Vote

Remittance Sent

When you're on a supplier record and have sent the remittance there's no record to show that you've done it. This is really frustrating when you are changing screens and paying lots of people as you can't always remember if you've done it and can ...

Created 30 Jan 12:44 by Guest

IRIS KashFlow / Suppliers

0 Acknowledged
2 Vote

Monthly P/L showing all months to date

Your support team member Chris Wilkes suggested I put this forward: P/L account - year broken down by months including %. Most other programs I have used allow this and I find it very useful for easy comparison and forecasting.

Created 29 Jan 09:48 by Guest

IRIS KashFlow / Reports

0 Acknowledged
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
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
2 Vote

Quick Updating Product Codes after creation/import

I have seen a previous idea submitted for the ability to update prices of product codes by importing a new CSV as this was rejected due to the possibility of data problems and duplicated data Issue : When you have over 1000 products, and the su...

Created 17 Jan 19:53 by Ben

IRIS KashFlow / Purchases

0 Planned