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Be able to move the business logo on sales invoices

The logo should be able to be sighted on the left, middle or right hand side of the sales invoice, not only on the right hand side
Henrietta Mason about 2 months ago in Entries 0 New

When entering a purchase invoice or bank payment on the purchase ledgers would like these screens to be a different colour to the sales ledger screens so if you have multiple tabs open it is more noticeable as to the type of transaction you are working on.

If entering a transaction it is not obvious which type of transaction you are entering - ie a purchase invoice or a sales invoice other than at the top left of the page it says "New Sales Invoice" or "New Purchase Invoice", both pages are the same...
Liz Baker 24 days ago in Entries 0 New

Data entry screen

When removing columns that are not in use like Items and analysis that this choice remains unselected. Can remove the columns but does hold the save which is frustrating
SARAH BEVAN about 2 months ago in Entries 1 New

Transaction Templates

Would like to be able to create a templates for transactions against a trader. Ability to choose info to save on template e.g description, qty, price, vat, etc
Helen Davies about 1 month ago in Entries 0 New

Auto generate PI number option by setting a number frequency

When adding PI that are for self billing having the option to set a number frequency and use auto setting - when adding a recurring PI which is for self billing when processed all have the same invoice number - to save editing to be able to set a ...
SARAH BEVAN about 2 months ago in Entries 0 New

Sales invoice download file name as SI number

Previous iterations of KEYinfinity had the sales invoice number as the pdf file name. An update changed this and now it is a generic name that does not change. This is highly frustrating, and if not changed looks unprofessional when sent to custom...
Peter Venn 3 months ago in Entries 0 New

Copy information to subsequent lines

Whilst entering a BP or BR, if you enter an invoice number and or date on the first line, this information is not automatically copied to the subsequent lines. Though you can use CTRL C and V, would not be easier if this was automatically copied f...
Keith Morris over 1 year ago in Entries 0 Future consideration

Include the VAT previously claimed setting on the Opening Balances Cred/Debt Control list

Can we show the column for the "VAT previously claimed" on the Opening Creditor and Debtor invoices grid so that it is easy to check that this is correctly set
Crispin Rocholl about 1 year ago in Entries 0 New

Link to Geofolia & other cropping platforms

Spoke to a Prospect today who uses FP accounts and Gatekeeper and wont consider moving to any software until invoices can be sent to Geofolia or GK to prevent duplication. Geofolia isn't an option for them.
Helen Davies 11 months ago in Entries 0 Future consideration

Buying Group Import

Spoke to a prospect who uses FP and won't move unless there is the ability to easily bring in invoices from Anglia Farmers - appreciate there is the OCR - but would like it more automated. I understand Farmplan links direct to anglia farmers membe...
Helen Davies 11 months ago in Entries 0 Planned