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CSV Import Invoice - Should Pull Through Product Details (Description, prices etc.)

When importing a CSV file, using a product code to identify products, the details should automatically be pulled from products set up in Kashflow. This way only product codes are needed on the import, then the invoice will show the product descrip...
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

payroll crosstab report to include CIS deductions suffered

Since CIS suffered figures are entered manually and not calculated by the software it is does not have a report of it's own. As the facility is there to add CIS suffered totals on a weekly basis, once entered it goes into the clouds somewhere so y...
Marie Reid over 4 years ago in KashFlow Payroll 0 Will not implement

P32 should show CIS suffered totals

Since the CIS suffered figures are entered manually by the user and not calculated by the software it is not reported on the pdf report of the P32. The CIS suffered total is within the calculations of the end total of the P32 and correctly tells y...
Marie Reid over 4 years ago in KashFlow Payroll 0 Will not implement

Turn off the "purchase order" column when looking at a standard view of invoices

This comment follows the updated invoice list view. When viewing a list of invoices, I want as a default to see the key information being invoice number, name, amount and how long overdue. If I want purchase order, dates, etc etc then I'd like to ...
Andy Walker over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Being able to add an additional email address for replies to quotes

when a customer replies to a quote being sent the email comes through to me in accounts where it should be going to the sales person who can adjust do having an additional email address in quotes would allow the client to deal diectky with sales R...
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Enable batch invoice input on standard accounts

it would be really useful for standalone Kashflow accounts to be able to input batch invoices as it would be so much more efficient. As like myself I do not use kashflow to create sales invoices I use it purely as bookkeeping so would save me a lo...
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Allow Discount on Sales codes to give more flexible pricing to customers

Due to our diverse customer base it is impossible to create a one size fits all pricelist. Because of this we find we are losing sales. To do bespoke quotes and then overide pricing for specific customers is too time consuming and open to errors. ...
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Include a total of batch payment on a statement at the bottom of all the individual payments that constitute the batch payment

On a customer statement a bulk payment is split into the amounts of all the invoices. The total of the bulk payment is not mentioned on the statement.
Guest over 4 years ago in IRIS KashFlow / Customers 0 New

Additional tab for customer quotes/PO request

At the moment, there are only 2 tabs under customer. A third tab would allow us to create both quotes and then subsequently Purchase Order request and then convert that into an invoice. Our customers request a quote first and then once that is agr...
Guest over 4 years ago in IRIS KashFlow / Customers 0 New

Digital approval of incoming supplier invoices (or purchases)

It would be great to be able to upload supplier invoices and to have the ability for them to be "approved" for payment by one or more parties and for this "approval" to be a digital stamp. If that makes sense? Currently we have to print supplier i...
Guest over 4 years ago in IRIS KashFlow / Purchases 0 New