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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

Remittance advice ona bulk payment for several invoices at once

If paying a bulk payment to settle several invoices at the one time it would be useful to be able to then send remittance advice to cover all invoices paid, rather than sending individually.
Guest over 4 years ago in IRIS KashFlow 0 New

Disable Quick Expenses

Most of our clients that use the Quick Expense option instead of raising purchases end up posting the expense incorrectly, either to the wrong account, or the figures/VAT is wrong. Unlike purchases, these can't be amended once posted, only deleted...
Guest over 4 years ago in IRIS KashFlow Connect 0 New

Set the 'Mark As Sent' flag for multiple invoices

It would be really useful to have the option to select multiple invoices on the Invoices page, and then to set or reset the Mark As Sent flag in a single action.
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Invoice and Proforma overview (since 3-11-20 regression)

Increase width of the now way too small customer name column. Decrease the width of issue/due date. Return to grey background (reduces user eye strain) Allow user to configure which columns are required in the overview page
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Mileage

KashFlow does not have an option to import mileage using csv file. Most users are using an app to track their mileage but with no way to import to the KashFlow, they are unable to take advantage of this great feature.
Guest over 4 years ago in IRIS KashFlow Connect / Other 0 New

Landscape Settings

Hello, do you have any updates as to whether or not quotes and invoices will be able to be in landscape? We add a lot of wording to our quotes which would look better (less pages) in Landscape.
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Allocating the same stock items to multiple sales codes

No description provided
Matthew Bott over 4 years ago in IRIS KashFlow / Other 0 New

Delivery dates on Estimates (quotes)

As a service provider, I need to send an estimate for the cost of work and either the customer defines the delivery date or I tell them when I can provide it. Even if I change it in the form, the PDF that is sent to the customer has the default pe...
L Smith over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New