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1 Vote

invoice Filtering

It would be useful if you could filter invoices by month. How many invoices and the values of invoice for the month of February did I send? How many invoices and the values of invoices are due for payment in the month of February? for example

Created 01 Mar 09:45 by Peter Oram

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

An quote & invoice line-item total including VAT

Customers keep asking me to put line item totals on their quotes when I send them with different options included.

Created 28 Feb 14:49 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Weekly Payment List

Select the required invoices, via the existing tick boxes, then either print, or export to csv, so I can get a weekly outgoing total and to do list.

Created 27 Feb 11:10 by George Ross

IRIS KashFlow / Purchases

0 New
1 Vote

Add Journal Number to template

Now I know the system i manually enter e.g. "J123 - " at the beginning of the template. Without this you cannot find/remove templates that you no longer need without (potentially) checking each one.

Created 25 Feb 11:00 by Guest

IRIS KashFlow / Other

0 New
1 Vote

Run a Bestseller report for products within a single Sales Code

I wanted to be able to run a report for a specific code and to be able to have that report rank the products within it from most sold to least sold within the specified date period. This appears to not be a current possibility from the current ava...

Created 24 Feb 14:47 by Craig Riches

IRIS KashFlow / Reports

0 New
1 Vote

I would like to be able to have a seperate email address for for when i send quotes.

When a customer reply`s to a quote it goes to the accounts person and not the person that created the quote.

Created 24 Feb 14:12 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Ability to connect to Microsoft office Sharepoint/One drive

To be able to connect to locations other than dropbox when storing invoices etc. ie Sharepoint

Created 23 Feb 14:33 by Guest

IRIS KashFlow / Partner Apps

0 New
1 Vote

Reinstate the address lookup button

When entering a customers' address, there used t be a map button for searching an address. This looked up the address in Google Map, making it easy to check street names and postcodes were correct. You removed the feature a few years ago and I mis...

Created 22 Feb 13:07 by Guest

IRIS KashFlow / Customers

0 New
1 Vote

Customising Credit Control Letter frequency per customer

We have a number of customers who tend to have set payment runs monthly. I would like to be able to not send them the automated credit control emails and do this manually instead. I think an opt out of credit control reminders on the customer acco...

Created 19 Feb 09:02 by Guest

IRIS KashFlow / Customers

0 New
1 Vote

Purchace code by project

A report to display the values of a given purchace code distributed among different projects over a given time

Created 18 Feb 15:47 by Guest

IRIS KashFlow / Reports

0 New