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2 Vote

Turn an invoice into Commercial Invoice for shipping option

Option to have the ability to automatically create a Commercial Invoice for customs shipping declarations from a standard invoice (a Commercial Invoice is not actually an ‘invoice’ as in the traditional sense. It's required for customs declaration...

Created 14 Feb 14:17 by Guest

IRIS KashFlow / Other

0 New
2 Vote

When credit note applied then Kashflow should say CREDIT NOTE not PAID.

Customers are getting confused when we send a credit note as it says PAID. They only see PAID as its in big red letters so assume theyve paid it. Its a CREDIT NOTE therefore should say CREDIT NOTE

Created 14 Feb 09:55 by Claire Richardson

IRIS KashFlow / Invoicing & Quotes

0 New
9 Vote

The ability to issue bulk remittance to suppliers consisting of all payments issued on a particular day.

We are making single consolidated payments to suppliers for various invoices. This is typically done at the end of the month. Currently I can only issue one remittance per invoice. To reduce the paperwork, perhaps a bulk remittance could be create...

Created 10 Jan 09:33 by Guest

IRIS KashFlow / Suppliers

3 Acknowledged
9 Vote

Report list of individual assets on Assets Register showing cost, depn to date and NBV

We would like a report showing a list of each individual asset on the Assets Register with the original cost, accumulated depreciation to date, and net book value shown against each asset for a given report run date. I would suggest this would be ...

Created 10 Jan 09:23 by Guest

IRIS KashFlow / Uncategorised

3 Acknowledged
9 Vote

Modify the bank account in transactions

Sometimes I accidentally enter a transaction into the wrong bank account. It would be useful just to select the transaction and change the bank account, instead of deleting the transaction and then repeating the entry in the correct bank account.

Created 10 Jan 09:21 by Guest

IRIS KashFlow / Uncategorised

1 Acknowledged
9 Vote

Order Acknowledgements

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.

Created 10 Jan 09:20 by Guest

IRIS KashFlow / Uncategorised

4 Will not implement
9 Vote

Tab for order entry

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...

Created 10 Jan 09:20 by Guest

IRIS KashFlow / Uncategorised

3 Acknowledged
9 Vote

Update CSV imports for Projects

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...

Created 10 Jan 09:20 by Nick Robinson

IRIS KashFlow / Projects

3 Acknowledged
9 Vote

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 ...

Created 10 Jan 09:20 by Guest

IRIS KashFlow / Uncategorised

1 Will not implement
9 Vote

Default date on add payment form

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.

Created 10 Jan 09:19 by Guest

IRIS KashFlow

1 Will not implement