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Add warning to invoice payment allocation

Please can it be changed so that when assigning bank payments to invoice/s it is not possible to assign anything that is an over payment without a warning. Currently payments can be assigned to any invoice regardless of whether they have been proc...
Guest almost 5 years ago in IRIS KashFlow / Bank 0 New

Part Exchange statement report linking invoices and purchases for certain customers and suppliers.

Numerous clients have asked how they send a statement showing part exchanges to their clients. At present there is no way of showing the purchase value being deducted from the invoice value resulting in a net due value. A simple link between certa...
Gwion Ashton almost 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Bank Details

We have added our bank details to our invoices, which most customers want, but the bank details also come up on quotes, purchase orders, etc which doesn't look very professional. Bank details should only be invoices. I have asked you to look into ...
Caroline Jones almost 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Receipt Bank - Tax code % entered

Hi, I have noticed that the receipt bank integration does not pass through the number value of the tax amount for example in receipt bank we set them at 20% but when pushed into Kashflow it always states 0%. This is not a limitation of Receipt ban...
Guest almost 5 years ago in IRIS KashFlow 0 New

Customer and Supplier search by project

We use the Projects feature extensively and have both customers and suppliers unique to each project. Being able to search by project in the customer and supplier pages would really help to get a better overview of how the project is progressing.
Michael Smith almost 5 years ago in IRIS KashFlow 0 New

Add details to Purchase Orders

The new release of purchase orders is great, thank you. One thing I cannot seem to get my head around is the fact you have certain fields such as "Delivery Address" where you can select the customer's delivery address (which is a really useful fea...
James Edmonds almost 5 years ago in IRIS KashFlow / Purchases 0 New

Switch between invoice types

We have some customers that we invoice monthly by DD. However, we sometimes do additional work that the customers will pay via BACS. When this happens, I have to go to the customer record and change the pdf theme for the invoice. And afterwards ch...
Guest almost 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

ability to remove cost of quote to provide information to a third party without the full cost showed

its not necessary for a third party to know what is being charged. The labour part is just a small part of the quote.
Guest almost 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Processing bulk payments by credit card

And if you have more If there is a bank transfer to our for multiple invoices (say 5 out of a possible 7) then this can be applied to the relevant invoices for the customer. But you cant seem to do this with someone wanting to pay by credit card. ...
Ken Callaghan almost 5 years ago in IRIS KashFlow / Payments 0 New

ADD ANOTHER PURCHASE Button ...again

A button to 'add another purchase' at the top would be extremely useful, and it seems a lot of users think the same. However this request seems to have been interpreted as 'oh you can use the copy function'. The copy function is not the same, and ...
Guest almost 5 years ago in IRIS KashFlow 0 New