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Remittance advice

It would be relay helpful to create a remittance advice for all the payments to one invoice rather that one by one as I deal with many suppliers and extensive amount of purchases. The allocation of payments on remittance advice would be appreciated.
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Monthly Summary on Customer Statements

It would be really useful for the system to breakdown amounts owed by month and show overdue amounts on customer statements.
A Heald over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Favourite reports per user or per account

Store favourite reports for each user rather than per company so that each user can have their own set of favourite reports.
Julie Shepherd over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Allow users to create their own Quote Category

I need a quote category 'Ready for Invoicing' as we have just got Draft, Sent, Neg/Review, Closed - Lost/Won - which misses this stage out Can I add my own quote category?
Guest about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Quote templates - quote templates for different services so i dont have to write them out everytime or find one to copy

No description provided
Guest about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Add telephone numbers and emails to Packing Slips

We use our packing slips a lot. It would be useful for the customers telephone number/email to be displayed on the packing slip so when we send the orders to our carriers we don't have to supply the number separately
Guest over 6 years ago in IRIS KashFlow / Customers 0

Online Payment Links on Invoice. When creating an invoice for a customer I'd like a button to toggle on/off the online payment link attached to the invoice. This is because I sell some high priced items that I don't want paid for through an online card payment system as the fees are astronomical. But on lower priced items I don't mind. Currently I have to go through multiple steps to disable the online payment option, to then create and send the invoice, before having to go through all the steps to re enable it. .

No description provided
Andy Harrold about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

download the quotes page as a CSV file or Excel spreadsheet

I need to be able to download the quotes page as a CSV file or Excel spreadsheet on a regular basis.
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Automatic upload of Worldpay sales from Ecommerce sites

Like PayPal, it would be great if payments processed by Worldpay through Ecommerce websites automatically sent the info to Kashflow where invoices could be easily generated.
Guest over 6 years ago in IRIS KashFlow / Bank 1 Acknowledged

CIS Voucher that can be printed off from the payments receipts in the purchases department

IT would be useful as it would prevent having to type out a voucher to the contractors on a separate sheet therefor saving time. It would include a box for UTR number for the company and also the personal UTR number and verification number for the...
Guest over 6 years ago in IRIS KashFlow / Suppliers 0 Acknowledged