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My Ideas: Invoicing & Quotes

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Posted Icon/check box

Definitely need a click box/icon to show invoices have been posted in the invoice lists rather than just the emailed icon.. Its hard to see if invoices have been sent by post or just not sent out without individually clicking into each invoice to ...
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Setting: Add a way to have the save and copy buttons not at the top of the screen but under invoices and quotes like they are on the legacy

No description provided
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Options for a quick copy gone in new KF

Please replicate the copy feature on legacy KF.
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Have the option to not show VAT info on invoices.

Although a VAT registered company 100% of my customers aren't VAT registered so don't need the confusing VAT info on their invoices. Even if it has to be included it would be better if the line total was inclusive of VAT but at the moment there is...
Ant Parker almost 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Packing slip

Can it be made possible to add additional columns tot he packing slips? i.e. code number?
Guest almost 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Add a DATE stamp along with the PAID stamp on invoices when they Print or are saved as PDF

Hi there, I dont know why this isnt already a function but whilst the screen display of an invoice shows the DATE PAID for an invoice, when you come to print it out or save it as a PDF that field is replaced by the invoice due date. I know you can...
Craig Riches almost 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Change the end date of transactions for all customers in one go.

Sometimes the "end date of transactions" in the customer area stops at a date before the current one. This hides current invoices on the page. Please can the future date for all customers be set in one go (not each one individually)?
Guest almost 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Correct KF so that email reply is sent to KF user email rather than master admin email

At present where there are multiple users with different user roles it is not possible to set the reply address to the name of the person that has sent the email. When the user clicks reply, the reply is sent to the email associated with the main ...
Guest almost 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Ability to batch change field data - eg PO

A customer of ours asked us to add the same PO to all of their invoices with us; they have 40+ repeating invoices with us a year. We had to do this manually by opening, pasting and saving to each invoice.But 'batch processing' should be an option ...
Guest almost 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

CIS added automatically

The CIS is an option on the customers profile so why do you have to select it on the invoice, it gets missed as you have to save the invoice then click on the blue add cis statement at the bottom of the invoice. It is going to cause more issues fr...
Guest almost 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New