To automate my accounts want to set up recurring invoices. Unfortunately client and delivery site for my service are different things - without being able to add the delivery address field to the invoice I cannot invoice automatically - have to do...
From speaking with support - there is no facility for pensions to be paid to members. When pensions are paid they are only subject to PAYE tax. Employer and employee national insurance contributions are not deducted from pension income. In additio...
Alphabetical order when you do a bank reconciliation
I have payments that I receive on the first of the month and I feel it would make reconciliation easier if you could sort the items by Amount, Type, Payee or Comment.
Invoices and Bills should have a last modified date
Invoices queried via your API do not yet all return a last modified date, which makes it hard to track changes to invoices. Having a field like a last modified date against all items that often get modified would be very useful.
When entering products and purchase codes it would be helpful to have an option to set the price, the VAT and the supplier discount - currently I have to get the calculator out and work out some prices due to the multi-point decimal price due to s...
Issue: Search box does not look up all data equally - after a recent support query #300676 I was advised that "The search bar in the top left only searches for invoice numbers or customer references" - This is not true.
Example: I type in "FISH...
LIST OF QUOTES ISSUED TO BE DOWNLOADABLE INTO EXCEL
It would be useful to be able to download the list of quotes issued into n excel spreadsheet so that staff without excel access are able to follow them up. Preferably to include customer name,address, contact phone/email which are not shown on pre...
There is no way to manually send a receipt without generating an invoice first and adding payment but it is still called an invoice which will cause confusion to some of my customers. Can receipts be added to the manual options we have?
Myke Snuggs
over 6 years ago
in IRIS KashFlow
2
Acknowledged
Automate process of association of transaction to existing invoice or repeat invoice
Having recently signed up to Kashflow, I am gobsmacked that this is not an inherent feature. Simply looking for the ability within matching rules to associate a transaction to an invoice/repeat invoice, without having to manually do each time. So ...
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Acknowledged
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