The monthly sales report on the dashboard needs to include the figure for bank payments, and whilst I can run this manually, I cant update the one that displays on the dashboard..
It's easy I want to know when I should expect to earn which money from invoices each month... I live in Barcelona and is not mathematical to receive the money 30 days after the invoice is issued..
being able to import from excel into a quote or invoice
When I am building a quote for a project I usually build it in a spread sheet first as it is easier to add lines where they are needed. It is a real pain to add a line in a long Kashflow quote or invoice as there is only the option of adding a new...
For example at the moment you can only raise an Estimate and then for it to be processed you can only transfer it to an Invoice. To have a working in progress stage would help any accounts department determine if the invoice is ready to be sent ou...
have the option of being able to automatically add to invoice the customer code.
Adding customer code to invoice can help many businesses. In my case it does because, when we place a purchase order, the client just needs to give us his client code.... so much easier!
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.
0
Acknowledged
0
Acknowledged
1
Will not implement
