I welcome KF app add on Satago for enhancements to credit control, however it lacks pulling in KF invoices. Frankly this is counter productive. I understand the limitation is with the KF API. Real shame as other cloud accountancy solutions are ful...
default sort order on purchases and invoices by creation date
I constantly have to double click on the invoice/purchase date to get the most recent to the top when viewing customers/suppliers. It would be ideal to be able to default that search order.
Kashflow I believe could enhance their service by offering two platforms of the product. The first as is now, is great for 'Sales' orientated business's, but not that user friendly for 'SERVICE' Industries and Business's as they have different nee...
Quotation converted to Invoice Facility: Ability to tailor main title so that it reads 'Quotation' rather than Invoice
Allow characters in Invoice Number field (most specifically, brackets) so that users can delineate between subsequent Invoices added to that client's case number And allow default field names/titles to be tailored by the user, so that Quotations d...
We have suppliers who allow settlement discounts but these figures are always a gross amount. At the moment we have to manually calculate the nett figure of the allowable discount so that the VAT value stays correct. If a -20% VAT rate could be ad...
Write a letter, in bulk, addressed to all customers
We would like to write now and then to all or some customers. At the moment we are moving and would like to tell all our customers and suppliers of the change in address and phone number.
7. Where a minor variance might occur when assigning a bank transaction, it would be good to create an adjustment rather than come out enter
Where a minor variance might occur when assigning a bank transaction, it would be good to create an adjustment rather than come out enter a relevant transaction and then start the assigning process again from scratch.
Guest
about 8 years ago
in IRIS KashFlow
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Acknowledged
I'd like separate templates for quoting on different products, so that I can include T&C's etc that differ from product to product, instead of having to supply separate documents to the customer.
Hi, it would be very useful to be able to adapt reports for customers. Currently I work to a Client named Orbit. Orbit manage 20+ buildings. Sometimes I need to provide a report on a particular building and sometimes I am required to produce a rep...
EKM Powershop - imports - filtering out 'NON-ORDERS'
Currently it appears that all Orders from EKM Powershop are imported into Kashflow - even those where the order has been abandoned and not paid for. These then have to be manually deselected and deleted on the desktop import page. It would seem th...
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