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Status Acknowledged
Product IRIS KashFlow
Categories Uncategorised
Created by Guest
Created on Jan 10, 2017

Sales and Purchase Codes visible on Invoices / Purchase Orders

I'm putting up two comments - this is the first. Both I believe are fundamental. I understand that the only way to show the Sales or Purchase codes on printed or e-mail copies is to add them to the item description. If we have to use Codes in the first place please can we have a simple selection option (tick box) to either show or remove from Invoice / Purchase Order as applicable. Simple. This is particularly relevant when we are using our suppliers codes on our Purchase Orders - at the moment they can only see the Description, which frankly is next to useless!
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  • Rebecca Jackson
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    Mar 24, 2022

    I agree ive had complaints from suppliers as we send the PO over and they then ask for the product code, why is there an option for a product code but this does not show on the emailed or printed copy.

  • Guest
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    Feb 2, 2017

    It's also not possible to see the purchase code on screen, without editing the Supplier Invoice, which is not possible once the associated bank accounts for any payments made have been reconciled.

    Simple solution - include the purchase code on screen when viewing, not just when editing please.

  • Guest
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    Jan 10, 2017

    I second this proposal - cant believe I have to select it when entering and then it doesnt appear on the Purchase order when printing!!!

  • Guest
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    Jan 10, 2017

    Yes, this is a major issue. Many details of invoices and purchases can't be viewed without clicking edit. Once the bank account is reconciled, there is no way to see the details of purchases and invoices without going through the reports.

    Ideally, you should have everything visible when you're in the account, and be able to choose which of these details would be customer facing on invoices.

    I would suggest adding the ability to have visible on invoices:
    Sales Code, Product, Project

    And on purchases being able to see:
    Purchase Code, Product, Project

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