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1 VOTE

6. On the import transactions screen, where a matching rule has been set up, it would be good to see the relating Vat (to check correct) wit

On the import transactions screen, where a matching rule has been set up, it would be good to see the relating Vat (to check correct) without having to remove the created entry and therefore re-enter it.

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

1 VOTE

'Income by Department' feature in income reports

i would like to run a report to determine the income for each department between specified dates - exactly like you would when running the 'income by sales code' report. is this possible?

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

1 VOTE

On creation of a new customer invoice and project that the details may be populate to the project folder

In addition it would be useful when entering a new customer , when proceeding to invoice and add a new project that the customer indicated could be automatically added to the project OR that a box be added to the pop up window.It would be good if ...

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

1 VOTE

Multiple invoicing systems within one company.

One business, multiple locations each with different contact details and using different invoicing numbers. Been advised so far to use themes if possible for client and to post the request here.

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

1 VOTE

Enable the entering of customer receipts relating to Invoices from an earlier, locked, period without having to keep unlocking it.

At the moment, as far as I am aware, you have to unlock the earlier period before you can enter any customer receipts relating to invoices raised in the earlier period. It would be helpful if you could enable the entering of customer receipts rela...

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

1 VOTE

Option to switch off automatic allocation

We need to be able to switch off the automatic allocation of bank transactions against invoices because often they are incorrectly allocated. (Separate to the ability to turn off matching rules)

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

1 VOTE

Ability to use other merchant banks with payment gateway instead of only world pay

More options with payment gateway to include other merchant accounts and possible saves customers having to move or close existing merchant accounts.

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

1 VOTE

Multiple customer branches

I have several customers who have many branches. Each branch orders and the order is packed and shipped to the individual branch. The invoice goes to either the branch for approval or the head office, but all payments are made centrally at Head Of...

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

1 VOTE

Copying invoices

When copying invoices you get an option to copy t 5 different headings, why not have sales copy to sales and purchase to purchase, may be have a button to request more options, but why would I want to copy a purchase to a sales invoice? he most li...

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

1 VOTE

Changed to required fields when importing Sales invoices by CSV

When I recently imported CSV files from one software to KashFlow the customers imported fine but when it came to importing the sales invoices a required field is that of the customer reference generated by KashFlow; so I had to add this informatio...

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