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3 Vote

Retain a copy of the quote when converted it to an Invoice

I create a quote, when I move it to create an invoice, keep the original quote in the quote list. I found the when I create an Invoice it deletes the original quote in the quote list. This did not happen in the older ver of software.

Created 19 Oct 11:36 by Roger Miles

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
3 Vote

Allow multiple Invoices/PO's to be sent in a single Remmitance Advice

When some Invoices from customers contain several items purchased but the Purchase Orders were different we have to send individual Remittance Advice Notes. This just creates way too much work and excessive emails.

Created 19 Oct 08:21 by Jim Robinson

IRIS KashFlow / Payments

1 Acknowledged
2 Vote

Can a project allocation be added to the journal csv import template?

I have a client that uses projects to identify income and expenditure across multiple income streams. They use consistant nominal codes across these projects but I need to reallocate how the projects are recorded historically. At the moment this i...

Created 19 Oct 08:15 by Guest

IRIS KashFlow / Projects

0 New
3 Vote

Associating quick expenses and mileage modules with jobs

new “quick add expenses” and “mileage module” to associate these with jobs ?This would enable more accurate profit / loss for each job.Just a suggestion.Great software by the way.RegardsGary White

Created 11 Oct 10:22 by Gary White

IRIS KashFlow / Purchases

1 Acknowledged
3 Vote

Showing seperate VAT titles and amount

split totals into net and VAT columns to allow for a quicker check of purchases.

Created 08 Oct 12:22 by Guest

IRIS KashFlow / Purchases

1 Acknowledged
2 Vote

Supplier invoice to default to which ever supplier you are using

When you select a supplier and enter an invoice it would be better if the system kept you on this supplier to enter the next invoice without having to choose the same supplier from the list again. So the system would always default to the supplier...

Created 15 Oct 08:31 by Guest

IRIS KashFlow / Suppliers

1 New
2 Vote

Overpaid customer invoices should appear in the batch payments screen

Invoices that have been overpaid by a customer should be available for selection as part of a batch payment, as often they will be recouped on the next remittance.

Created 13 Oct 09:13 by Anna Hales

IRIS KashFlow

0 New
2 Vote

Adjustable column width

To make column width adjustable according to our preference.

Created 11 Oct 13:18 by Guest

IRIS KashFlow / Purchases

0 New
3 Vote

Aging analysis to customer statements

It would be useful to have to option to produce a statement that can be sent to a customer that shows an aging of invoices/credits as an analysis at the bottom of the statement i.e. those invoices that are less than 30 days old, 30-60 days 60-90 d...

Created 01 Oct 15:09 by Guest

IRIS KashFlow / Customers

1 Acknowledged
3 Vote

Automatic Direct Debit Payments

It would be great if payments for due invoices were automatically collected on a set date agreed with the customer, currently I have to go to each customer individually and process the direct debit payment which is very time consuming.

Created 01 Oct 12:04 by Guest

IRIS KashFlow / Payments

2 Acknowledged