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Self assessment report - remember and default to last used dates

to save time having to re-enter them each time you want to have to run the report (or have a setting for the end-date for someone's accounting year and default to the previous year, i.e. the figures they'll need for their current self assessment f...

Guest about 8 years ago in IRIS KashFlow 0 Acknowledged

1 VOTE

Restrict date entry for future dates

I've noticed that its possible to input a date way into the future - e.g. 200 years in the future. would be great if we could somehow validate dates like that - e.g. within our business we'd be unlikely to record anything as a future date. Or have...

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

1 VOTE

In an invoice, where the payment box is at the bottom it shows how many times an invoice has been sent - to whom and on what date. I would l

In an invoice, where the payment box is at the bottom it shows how many times an invoice has been sent - to whom and on what date. I would like to see what was written on the email too as having a dispute with a client re a payment which was expla...

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

1 VOTE

Repeat invoice end warning email

When a repeat invoice comes to the end of it's planned term, Kashflow should send an email or flag the invoice as requiring renewal or cancellation/archive. Currently annual invoices or monthly invoiced annual invoices just end.

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

1 VOTE

Highlight Invoices

It would be useful to be able to highlight an invoice - would help when waiting for a SagePay payment. Or when needing to keep an eye on an existing order for any reason. All our orders are pre-paid and drop shipped so kashflow reports don't help....

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

1 VOTE

Orders Processed

Once an order is complete - payment made and goods have been shipped, it would be good to categorize those orders into - Orders Complete. This would separate orders sent and paid for, from orders paid but not yet sent, or orders sent and payment n...

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

1 VOTE

Batch bank payment entry

Whilst rapid fire gives the option to batch enter sales and purchase invoices and payment/receipts I cannot see how to input batch payments that do not go through th ledgers.The main use is where clients give credit card statements, on SAGE I woul...

Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Will not implement

1 VOTE

Being able to have different payment terms for different sales codes

We need to have different payment terms for different clients, depending on their sales codes. Currently I have to do this manually and it takes a lot of time.

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

1 VOTE

Ability to customise invoice numbering according to hat I want, as the default setting is not great.

I am creating invoices. Want the ability to customise invoice numbering according to the customer, such as CUST1001, CUST2001? The default is pretty useless.

Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Already exists

1 VOTE

Statements

A column on statements to say when payment received rather than duplicating invoice no save time matching same invoices up

Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Already exists

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