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.
1
Will not implement
1
Acknowledged
