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Status Released
Product IRIS KashFlow
Categories Other
Created by Heulwen Thomas
Created on Jan 24, 2019

Allow Description to be edited after transaction included on VAT return

Following the new release this week, Kashflow no longer allows you to edit a transaction which has been included on a previous VAT return. This is great for preventing VAT errors, however I have an invoice which I would like to add more information into the Description box and it now won't let me because its been included on a VAT return. 

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  • Guest
    Reply
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    Mar 16, 2019

    I would also like to see the sales code after VAT report has been inserted. I don't need to change it, I just need to see it.

  • Rory Williams
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    Mar 12, 2019

    this new limitation is driving me insane! its creating so much bulk / extra work. also i cant even view the cost center items are assigned to now - would it not be possible to lock the values but allow us to alter the descriptions and cost centers? 

  • Steve Gatter
    Reply
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    Mar 1, 2019

    Agree with all comments, also you should be able to change the supplier, ie you may have B&Q as one but inadvertently set up "B and Q" as another (especially if importing from Receipt Bank)

  • Samantha Davies
    Reply
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    Feb 12, 2019

    Also agree this is not limited to description, we sometimes need to change project allocations or just or adjust figures between projects without changing the the net or vat values of transaction.  VERY frustating not being able to even see nominal codes or project allocation let alone alter them! 

  • Lynsey Thomson
    Reply
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    Jan 25, 2019

    I agree with this but not restricted to description.  I understand why you would want to lock down the figures but what if you wanted to update the nominal code etc too.  Even just to be able to view the code as this is often hidden when the purchase etc has been saved.

  • +1
7 MERGED

Recent changes to digital vat have completely restricted editing of purchase and sales invoices.

Merged
Prior to this, the nominal code could be amended, notes included, errors in text corrected and etc. Our P & L is monitored every month and nominal code entries may need changing to accurately reflect costs in particular. It should be possible...
Guest almost 6 years ago in IRIS KashFlow / Purchases 0 Released
33 MERGED

Unlock non value items on invoices submitted for VAT

Merged
Fields such as PO and credit control are not accessible after invoices are locked under the new VAT regs in the UK. This means we cannot update a PO (regular requirement) or even turn off credit control. I propose fields like these are not locked ...
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Released