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When converting quote to invoice have a function to select individual line item.

Quotes are raised showing a full breakdown but the customer may only choose certain options from the quote. Currently the whole quote gets converted to an invoice but it would be helpful to be able to choose what the customer ordered and convert j...

Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

2 VOTE

Aggregate the 'Notes' into a single view on the Overview page to show recent activity

If other customers do as we do and include details of correspondence with clients in the ‘Notes’ section attached to each invoice, it would be useful to be able to see an aggregated view of all ‘Notes’ in reverse chronological order on the Overvie...

Guest almost 8 years ago in IRIS KashFlow / Customers 0 Will not implement

2 VOTE

Please add Employes NI onto the same line as the other figures in the payroll reports

The employers NI figures currently export onto a second line in the csv under the other employee figures when doing a payroll report. This is extremely frustrating as if you need to data sort the report (if you have more than one department and ne...

Guest almost 8 years ago in KashFlow Payroll 0 New

2 VOTE

Automatic credit control report

A report to ascertain who is on or who is not on credit control

Rodger Random almost 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

1 VOTE

Supplier report for a set amount of time.

It would be extremely useful if it was possible to download a spreadsheet of the ACTUAL amount of money spent with each supplier between two selected dates. At the moment it is only possible to generate a pie chart of this information which frankl...

Dave Hall almost 4 years ago in IRIS KashFlow / Reports 0 New

1 VOTE

10 Invoice Restriction on Starter package - good but not practicable

As a low volume sales invoice generator a normal year would be 22 invoice per annum and abnormal would be 33 invoice per annum. The monthly restriction for me creates an admin problem. As I need to generate at the same time 11 invoices twice a yea...

Anne Ruskin-Wyer almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

2 VOTE

Sales History report

One history report to list all sales codes between dates - very quick to see what has been invoiced. And why does the pull down screen sow all codes in teh system and not just the sales codes

Andrew Mills almost 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

2 VOTE

Allow 3D Secure payment gateways

Currently Kashflow does not allow payment integrations to use 3D secure. This is standard practice now and we are missing out without this service.

Guest almost 8 years ago in IRIS KashFlow / Payments 0 Acknowledged

2 VOTE

Make the column width adjustable in 'standard view'

I have created a test invoice and taken a screenshot to show you what I mean. The Customer column is too wide and the Purchase Order column is too narrow for my requirements. On spreadsheets like Excel you can click and drag to adjust the column w...

Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Have customer contact name, contact Tel No. and email address on invoice for export invoices also EORI

This is required on the invoice by transport companies before they will pick up goods. Most of information already in Customer data.

Guest almost 4 years ago in IRIS KashFlow / Customers 0 New

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