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
Propagate the first & last name fields automatically when you create a new customer
When you create a new customer, you create a name for them, which most of the time is the name you use for them, then you have to go back and enter the first & last name manually. These fields should be automatically filled from your original ...
Guest
about 8 years ago
in IRIS KashFlow
1
Will not implement
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.
A fast method of assigning project numbers to transactions.
We use projects extensively for reporting purposes in our charity. We bring in circa 300+ Paypal payments in a month and each generates two transactions - the actual sale and the Paypal charge giving upwards of 700 transactions. At present the onl...
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
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.
Under one company we have three separate restaurants so how will we be able to get our wage costs for each separate department (restaurant) for the companys PL without having to cut and paste the information from an excel worksheet. Are you saying...