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Delivery address isn't automatically set if different from invoice address

Different delivery address - When a customer has a different delivery address to the invoice address you cannot just click on "create new invoice" as the delivery address remains the same as the invoice address, even if you have put the separate d...

Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

6 VOTE

additional logo option in .pdf themes

Hi, it would be good to be able to add more than just one logo to the printable documents (e.g. quotes, sales invoices). E.g. I would like to add our accreditation logos as they are an important part of our marketing package. Thank you :-)

Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

6 VOTE

Projects

We use projects extensively to enable compliance with charity reporting rules. It would be useful if:1) Bank and Paypal feed approval screens could offer the facility to add a project number2) Bank import rules allow a project number to be assigne...

Nick Robinson about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

6 VOTE

Multiple Invoice Templates - Different template for different customers

Possibility of multiple invoice templates to be used at the same time so you can choose which one to use when creating invoices. I mean to choose when you click on New Invoice and not via Settings which would change the template for all future inv...

Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

6 VOTE

Automated defaulting to correct purchase code for a supplier when creating a purchase when matching bank transactions

At the moment when I am matching bank transactions, and creating a new purchase, it does not automatically default to the correct purchase code and VAT rate which I have already created for each supplier. I have already assigned each supplier with...

Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

6 VOTE

The ability to export the quote listing to a CSV file, or the ability to run a 'Job board' within Kashflow

To be able to export the quotes list to a CSV file at any time to create a 'job board' for recording progress or alternatively more reports and options on the quotes screen to do this.

Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

6 VOTE

Alternative VAT periods

Small businesses in Ireland have 2 monthly or 4 monthly Vat periods rather than yearly or quarterly. It would be great if these could be supported directly in the software (versus using customised reports).

Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

6 VOTE

Additional Custom Fields on Invoices, Receipts, Etc

Adding additional boxes onto invoices etc so you can have a purchase order number as well as job numbers etc

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

6 VOTE

Post code search

Post code search with drop down of all addresses linked to that postcode instead of entering each line manually when adding a new customer. Would make it a lot easier

Guest about 8 years ago in IRIS KashFlow / Uncategorised 3 Acknowledged

6 VOTE

Faster Sales Invoices

Enable a button on the invoices so that you can easily create a new sales invoice. A "Save and New" would be handy so that once the sales invoice was created you can hit the button and create a new invoice instead of having to go through the custo...

Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

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