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2 Vote

Amend Statement layout

It would be nice to be able to personalise Statements more for example: Add bacs details Have an overdue note next to any outstanding invoices At the bottom have a due: current, 30+ days, 60+ days so the customer can see a break down of the total ...

Created 11 Feb 14:51 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
2 Vote

Invoice & Delivery address

We often send an Invoice before we have a delivery address, but when you add the delivery address at a later date, the Packing Slip on the existing Invoice does not change...only for new Invoices. The result at the moment is raising 2 Invoices, on...

Created 10 Feb 15:36 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

VAT Destination Rules

As the EU has brought in destination VAT charging (which may or may not be adopted by the KashFlow user), it is imperative that a standard VAT rate can also be added to each customer, which defaults to the standard VAT rate for the customer's EU c...

Created 03 Jan 11:33 by Rich Mellor

IRIS KashFlow / Customers

1 New
1 Vote

Customer Profile - VAT Registered / Based Option

In the customer profile, it is annoying to have to select the option for where a customer is VAT registered based (ie. home country, the EU, outside the EU etc). This should default to the country used for the billing address - as surely that is w...

Created 03 Jan 11:29 by Rich Mellor

IRIS KashFlow / Customers

0 New
1 Vote

VAT Exception Reporting

With all of the changes to destination VAT charging etc, it is all too easy to make mistakes when editing invoices. An exception report would be good which looks at: a) Where the customer is not based in the home country (as per their Customer Pro...

Created 03 Jan 11:26 by Rich Mellor

IRIS KashFlow / Reports

0 New
1 Vote

Remember Setting for Transactions - Time Period

When viewing a customer record, the time period on the Transactions view defaults to This Year. Around the new year, this is problematic, as you cannot view some transactions, unless you switch the time period to ALL. However, when you return to t...

Created 03 Jan 11:19 by Rich Mellor

IRIS KashFlow / Customers

0 New
2 Vote

creating aged debtors by due date

it would be helpful to have a report that showed debtors aged by due date,so that credit control can easily spot overdue customers

Created 09 Feb 20:36 by Guest

IRIS KashFlow / Reports

0 New
3 Vote

Don't include archived customers and suppliers in customer and supplier report

When running a report of all customers or all suppliers it would be really useful to be able to select whether to include archived customers and suppliers or not. At the moment you can run a full list or a list of those who have transactions betwe...

Created 19 Mar 13:51 by Rob Mack

IRIS KashFlow / Reports

0 Acknowledged
3 Vote

Sorting of Unpaid Invoices - Kashflow Mobile App

Hi. I would benefit from this ability, as I would then be able to scroll down the unpaid invoices, select one which I know has been recently been paid or needs resending - rather than scrolling through all paid and outstanding invoices together. T...

Created 15 Mar 11:03 by Guest

IRIS KashFlow / Mobile Apps

0 Acknowledged
4 Vote

Alter 'Due Date' when a purchase invoice is copied

When a purchase invoice is copied the due date is not automatically updated to the correct due date in accordance with the suppliers credit terms. When using the copy function to save duplication of inputting it would be beneficial for the due dat...

Created 07 Apr 11:56 by Guest

IRIS KashFlow / Purchases

0 Acknowledged