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Correct application of payments on account and vat

VAT on payments on account from a customer are logged on a VAT return when received, as they should be when cash accounting for VAT. When they are then matched in the future to the sales invoice, if it is not the exact amount, it may create an ove...

Guest over 3 years ago in IRIS KashFlow / Customers 0 New

1 VOTE

Add extra box under customer profile additional contact

The ability to send a customer sales order to a selected contact. I.e. on the customers profile tab, under Additional Contact, add a new tick box below "Receive Invioces" labelled "Receive Sales Orders". This is very useful if your client requires...

NKB over 3 years ago in IRIS KashFlow / Customers 1 Acknowledged

2 VOTE

Multi addresses for one customer

To be able to send invoices or quotes to individuals which are linked to a Head Office account, so that follow up e.g. monthly statements for all sites are sent to one central address in one document not multiple quotes & invoice attachments

Guest almost 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

2 VOTE

Customer address needs more lines

There are not enough lines for customer address. Can at least 2 further lines be added.

Guest about 7 years ago in IRIS KashFlow / Customers 0 Will not implement

1 VOTE

be able to add companys bank details to customer statements

would make Statements much more professional looking - save time having to write an accompanying email with the Bank details on it

Guest over 3 years ago in IRIS KashFlow / Customers 0 Acknowledged

1 VOTE

Main Contact for customers

When invoices are created, the main contact is included in the invoice address. If the main contact is changed for a client, the contact for all previous invoices is changed (so that when an old invoice is printed, the new main contact appears, ra...

Guest over 3 years ago in IRIS KashFlow / Customers 0 New

2 VOTE

Improve Handling of Accented Characters

Whilst the Kashflow PayPal App seems to handle importing customers names with accented characters and correctly creates an invoice with address details of say: "Pedro Jesús de Benito " in the customer details view, I see Pedro Jesús de Be...

Rich Mellor over 7 years ago in IRIS KashFlow / Customers 2 Will not implement

2 VOTE

Statement Formatting

Can we have the ability to orientate the page of A4 to landscape as the template doesn't fit normal.

Guest over 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

2 VOTE

Send a remind letter to cover all customer invoices

You can only send a reminder letter per outstanding invoice. We have some customers with multiple invoices outstanding, it would be good to be able to send a reminder for all outstanding invoices in one go

Guest over 7 years ago in IRIS KashFlow / Customers 0 Will not implement

2 VOTE

Running balance shown on Statements

It would good to see a running balance after each transaction on each statement rather just a balance at end of the statement. I am a landlord and if you have to evict a tenant for rent arrears you need to be able to show the weekly or monthly ...

Guest over 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

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