A fast method of assigning project numbers to transactions.
We use projects extensively for reporting purposes in our charity. We bring in circa 300+ Paypal payments in a month and each generates two transactions - the actual sale and the Paypal charge giving upwards of 700 transactions. At present the onl...
It would be good to be able to send out reminder letters eg a follow-up review request 1 month after invoice has been issued, or annual service reminders etc
It would be useful to be able to print off a sales and purchase ledger report for the end of year. This normally shows unpaid invoices, invoices issued during the period less payments for a particular period.
Pay-day to be day specific (e.g. last Monday) rather than date only.
Some of my clients pay their staff on a monthly basis, which is not a date, but a day of the month. This would be good to included this in the list of dates, first-Monday, second-Monday, third-Monday, etc. to provide the correct pay-date on pay-sl...
Guest
about 8 years ago
in IRIS KashFlow
0
Acknowledged
Code Selection for Customers, Stock/ Products and Suppliers
The ability to select customers and stock/ products, and suppliers based on their codes when preparing invoices, rather than the time-consuming method of searching for each name through the dropdown lists
Import invoices from csv file should create new invoice on change of customer code and include product code in line item creation
Import invoices from csv file should create new invoice using the next sequential invoice number when there is no invoice number present in the file (as currently happens) and continue creating lines on the same invoice until change of customer co...
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