- Ability to add a Prospect / Lead to a new 'CRM' section.- Set the customer status to Cold, Warm or Hot and set a potential conversion percentage- Once they are confirmed as ordering or submitting to a project, you can simply press a button to co...
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.
Guest
about 8 years ago
in IRIS KashFlow
1
Will not implement
Draft payslips that can be sent to clients for approval prior to RTI filing/final payalsip production.
Can you provide draft payslips or a simple report that could be sent to clients to approve before finalising their actual payslip? As an outsourced payroll provider I like my clients to approve their payroll before I submit to HMRC and this would ...
If you are using credit control with customers, you should be able to set an interest rate, and time period of late invoices, so the software then update the invoice until paid, and resends it periodically. So I could say, my interest rate is 8% a...
At current you can generate an on screen list of overdue supplier invoices, can we not get this as a report option within the supplier reports so it can be printed off for review/sign off? Because if the list runs to multiple pages then you have t...
I would like to have the option (in .pdf themes) to show the VAT 'rate' (e.g. 5%, 20%) used per sales invoice line entry on the printed copy. At the moment there is only a VAT value per line and total at the bottom of the invoice. This is for the ...
On the Dashboard financial overview, CIS is not included in the 'money you owe' line or anywhere on the summary page. This would be useful to see as part of the overview as it forms part of money owing.Even if only as a separate line, like VAT.
1
Acknowledged
1
Planned
2
Already exists
