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a report about my planned liquidity by month

It's easy I want to know when I should expect to earn which money from invoices each month... I live in Barcelona and is not mathematical to receive the money 30 days after the invoice is issued..
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

being able to import from excel into a quote or invoice

When I am building a quote for a project I usually build it in a spread sheet first as it is easier to add lines where they are needed. It is a real pain to add a line in a long Kashflow quote or invoice as there is only the option of adding a new...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Create a Working in progress stage.

For example at the moment you can only raise an Estimate and then for it to be processed you can only transfer it to an Invoice. To have a working in progress stage would help any accounts department determine if the invoice is ready to be sent ou...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

have the option of being able to automatically add to invoice the customer code.

Adding customer code to invoice can help many businesses. In my case it does because, when we place a purchase order, the client just needs to give us his client code.... so much easier!
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Multiple proposals inside same quote

I would like the ability to add more than one proposal inside the same quote.For example, option 1 (budget) cost £x, option 2 (high end) cost £y without having to send 2x separate documents, so the customer can compare side by side easier
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

print invoices in number order

When printing batches of 10 invoices they come out in some random order I have yet to fathom - can they be organised ? Preferably by invoice number.
Natalie about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Vat element calculated on Gross amount

When posting invoices or payments, have a feature that allows us to enter the Gross amount and Kashflow calculate the vat element, rather than having to manually calculate the net amount on every transaction.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Reminder letters (non credit-control)

It would be good to be able to send out reminder letters eg a follow-up review request 1 month after invoice has been issued, or annual service reminders etc
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

A sales and purchase ledger report

It would be useful to be able to print off a sales and purchase ledger report for the end of year. This normally shows unpaid invoices, invoices issued during the period less payments for a particular period.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

On the balance sheet, clicking on 'debtors control account' should only list unpaid/overpaid items, not the complete history.

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Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged