Submit Idea
SUBMIT IDEA

Invoicing & Quotes

Showing 307

Showing invoices in EURO in Purchases & stats

Some of my invoices are in Euro. When going to list of invoices it is shown ONLY in £. Would be very useful to have a column of actual currency instead of going to every single one to find out how much euro I have to pay to my supplier.
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Commission payments calculated as percentage of invoice value and displayed on invoice

I have a requirement to display Commission payments and agency fees on Invoices which are percentages of the lotal invoice values. Currently this is all calculated separately and added in to the invoice. Is it possible to add the capability to Kas...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Different reply to address

We use an external SMTP service to send kashflow notifications - however so it doesn't get in the way of our base domain MX records we run it via a subdomain EG out.domain.com - but our Kashflow is currently set to send them from EG domain.com - b...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

SMTP configuration - Allow email to be saved in IMAP Sent folder

Not all mail servers automatically save sent mail. Gmail does, but many don't. Hence if SMTP configuration is switched on, outgoing mail is not saved in sent mail. This is an issue as we want outgoing mail, e.g., invoices, saved. The solution is f...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Add different bank account details to invoices

At the moment you can only set up one bank account for suppliers to pay invoices. As we are estate agents we charge solicitors if we receommend them a nominal fee on completion which is paid to our referral account rather then the main current acc...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Auto CC for invoices

At the moment there is only the option to automatically Bcc email addresses for invoices, however, I need to allow the client to reply to one of the engineers directly with questions and therefore want to be able to auto cc multiple email address ...
Jessica Edwards over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Select fields to display in invoice and quotes lists, like a being able to add project ref as a field

this would allow someone to use the listings based on the information the use in their business, for example our filing and reference system is based on client name and project ref being able to see these fields on screen at a glance would help. A...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

The ability to view old emails that have been sent via Kashflow

It would be extremely useful to be able to view old emails that have been sent via Kashflow - both the attachments (statement / invoices etc,) and the text in the body of the email. As we often personalise the text in the email it's useful to be a...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

You should be able to set a a default choice for how lists are ordered in Quotes and Sales.

For myself it would be great to open sales, for example, and have the list be in date order rather than invoice number order. My invoice numbers start with client specific numbers and end with a chronological identifier, This means that I currentl...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Drop down product list is blank, need it to show list of products

Drop down product list only seems to want you to search by entering in a character! This is no good. I need to see a drop down list I can scroll down to select, as well as the search feature.
Steve Berry over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged