IRIS KashFlow

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Overpaid customer invoices should appear in the batch payments screen

Invoices that have been overpaid by a customer should be available for selection as part of a batch payment, as often they will be recouped on the next remittance.

Anna Hales over 4 years ago in IRIS KashFlow 0 New

2 VOTE

Adjustable column width

To make column width adjustable according to our preference.

Guest over 4 years ago in IRIS KashFlow / Purchases 0 New

1 VOTE

Pre fill information under calculation tab

The heading on the invoices I send are: Sales Code Product Calculation Description Rate Total Disallowed Can I prefill the information under the Calculation tab in settings to avoid inputting it each time a new invoice is required?

Guest about 2 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

1 VOTE

Subtotals on Sales Invoices

Is it possible to put subtotals in sales invoices? For one of our clients they want items grouped together before the final total, like this: AC assessment 1 AC Assessment 2 AC Assessment 3 Total AC Assessment 6 DIS 7 DIS 8 Total DIS 15 Total Sale...

Guest about 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

is there an option for Purchase Quotes

Please can you add an option for Purchase Quotes as we need to send lists of goods required for a quote from our suppliers. All we can see are Purchase orders which is a completely different thing?

Guest about 2 years ago in IRIS KashFlow / Purchases 0 New

3 VOTE

The currency exchange rate is set in Kashflow to 3 decimal places.

The currency exchange rate is set in Kashflow to 3 decimal places whereas in receipt bank they use 11 decimal places which causes an imbalance of money when the transferred. This is a more accurate exchange rate.

Guest over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

3 VOTE

Bank Search Transactions

Be Great if you could search bank transactions by lets say company name or amount

Paul Cane over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

1 VOTE

Default wording in "Customer box" when creating quotes

Is it possible to change the software to enable the new quote screen to always default to “Quotation” in the customer box? Or it is possible for a software engineer to change? Many thanks, Jamie

Guest about 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

1 VOTE

Add custom customer fields to invoice etc

Custom fields added to customer details should be selectable for display on invoices and quotes with choice of position. Customers often require information in addition to PO number such as Vendor number or other identifier for the person sending ...

Guest about 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

1 VOTE

Attach expense invoices to projects

I want to track the actual costs of delivering a project

Guest about 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

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