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1 Vote

Pre fill information under calculation tab

The heading on the invoices I send are: Sales Code Product Calculation Description Rate Total Disallowed Can I prefill the information under the Calculation tab in settings to avoid inputting it each time a new invoice is required?

Created 30 Nov 15:12 by Guest

IRIS KashFlow / Invoicing & Quotes

1 New
4 Vote

When copying an existing invoice or purchase into a fresh new invoice or purchase please DO NOT reset the date to today, but rather leave it

When copying an existing invoice or purchase into a fresh new invoice or purchase please DO NOT reset the date to today, but rather leave it as the invoice being copied. For instance, I sell many times a day the same product, with the same currenc...

Created 10 Jan 09:33 by Guest

IRIS KashFlow

1 Acknowledged
4 Vote

Project to be shown when opening a Purchase

When opening a Purchase, you currently have to press the Edit button to view which project it refers to and then re-save the purchase. It would be quicker and more convenient for the project to be shown immediately upon opening a purchase, rather ...

Created 10 Jan 09:33 by Guest

IRIS KashFlow / Projects

1 Acknowledged
4 Vote

Ability to move bank accounts Order on Screen

I want to be able to view the most relevant bank accounts on one screen without having to scroll down. If you add a up down button to move the order they appear the less used ones can be moved further down the screen.

Created 10 Jan 09:32 by Guest

IRIS KashFlow / Bank

0 Acknowledged
4 Vote

delivery addresses should remain on older quotations when you create a new one and not change all to the same address this creates a massive

When I create a new quotation for a current customer with a different delivery address it also changes an all previous quotations. This causes a major problem when searching for older quotes. please could the delivery address be unchanged on a quo...

Created 10 Jan 09:32 by Guest

IRIS KashFlow / Invoicing & Quotes

1 Acknowledged
4 Vote

Stock Level/Value as of certain date

It would be great to be able to produce a stock report which details stock + value as of a certain date. i.e Items in stock as of the 31st March etc

Created 10 Jan 09:32 by Guest

IRIS KashFlow / Reports

2 Acknowledged
4 Vote

Multiple delivery addresses with a single invoice address

We have a few accounts with one invoice point and multiple delivery addresses. As such it would be ideal if the account could be set up as the invoice address but with the option to save multiple delivery addresses. We currently have this option i...

Created 10 Jan 09:31 by Guest

IRIS KashFlow / Customers

0 Will not implement
4 Vote

Software remembers frequently used settings

I always want to view unpaid invoices and all of them. But every time I go to the page I have to change the settings as it shows 10 and all invoices as default. If I'm going in and out of the page all day it is a pain. I know that on some pages it...

Created 10 Jan 09:31 by Guest

IRIS KashFlow / Other

2 Already exists
4 Vote

Turnoff the VAT registration required messages

I run a Healthcare Business which is VAT exempt - it would be useful to be able to turnoff threshold breach messages as these are irrelevant

Created 10 Jan 09:30 by Paul Roycroft

IRIS KashFlow / Other

0 Planned
4 Vote

In customer, Forms and Envelopes - have a facility to remove the "United Kingdom" line from envelope format

No description provided

Created 10 Jan 09:30 by Guest

IRIS KashFlow / Customers

0 Will not implement