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1 Vote

When creating a batch payment the remittance advice does not show/print the Batch number - if added this would be helpfull

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Created 15 Dec 16:18 by Guest

IRIS KashFlow / Customers

1 New
1 Vote

Add another column to cater for the tariff codes from 1st Jan

Hello please can someone advise how I add another column to cater for the tariff codes that we need to show on our invoices from 1st January. Thank you

Created 11 Dec 17:34 by Guest

IRIS KashFlow / Invoicing & Quotes

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1 Vote

CSV Import Invoice - Should Pull Through Product Details (Description, prices etc.)

When importing a CSV file, using a product code to identify products, the details should automatically be pulled from products set up in Kashflow. This way only product codes are needed on the import, then the invoice will show the product descrip...

Created 08 Dec 20:43 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Turn off the "purchase order" column when looking at a standard view of invoices

This comment follows the updated invoice list view. When viewing a list of invoices, I want as a default to see the key information being invoice number, name, amount and how long overdue. If I want purchase order, dates, etc etc then I'd like to ...

Created 01 Dec 13:18 by Andy Walker

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Being able to add an additional email address for replies to quotes

when a customer replies to a quote being sent the email comes through to me in accounts where it should be going to the sales person who can adjust do having an additional email address in quotes would allow the client to deal diectky with sales R...

Created 22 Nov 23:30 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Enable batch invoice input on standard accounts

it would be really useful for standalone Kashflow accounts to be able to input batch invoices as it would be so much more efficient. As like myself I do not use kashflow to create sales invoices I use it purely as bookkeeping so would save me a lo...

Created 20 Nov 13:24 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Allow Discount on Sales codes to give more flexible pricing to customers

Due to our diverse customer base it is impossible to create a one size fits all pricelist. Because of this we find we are losing sales. To do bespoke quotes and then overide pricing for specific customers is too time consuming and open to errors. ...

Created 17 Nov 19:51 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Include a total of batch payment on a statement at the bottom of all the individual payments that constitute the batch payment

On a customer statement a bulk payment is split into the amounts of all the invoices. The total of the bulk payment is not mentioned on the statement.

Created 16 Nov 13:04 by Guest

IRIS KashFlow / Customers

0 New
1 Vote

Additional tab for customer quotes/PO request

At the moment, there are only 2 tabs under customer. A third tab would allow us to create both quotes and then subsequently Purchase Order request and then convert that into an invoice. Our customers request a quote first and then once that is agr...

Created 16 Nov 11:53 by Guest

IRIS KashFlow / Customers

0 New
1 Vote

Digital approval of incoming supplier invoices (or purchases)

It would be great to be able to upload supplier invoices and to have the ability for them to be "approved" for payment by one or more parties and for this "approval" to be a digital stamp. If that makes sense? Currently we have to print supplier i...

Created 11 Nov 13:07 by Guest

IRIS KashFlow / Purchases

0 New