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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
Peter Oram almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

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.
Guest almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

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.
George Ross almost 4 years ago in IRIS KashFlow / Purchases 0 New

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.
Guest almost 4 years ago in IRIS KashFlow / Other 0 New

Split Aged Debtor Report by Manager / Sales Rep

It would be useful to be able to assign customers by manager / sales rep, therefore allowing aged debtor reports to be produced for each customer sales rep or customer manager as a separate report to the full aged debtor report
Gareth Cook almost 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

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...
Craig Riches almost 4 years ago in IRIS KashFlow / Reports 0 New

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.
Guest almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

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
Guest almost 4 years ago in IRIS KashFlow / Partner Apps 0 New

Bank feeds should update faster

Hi Kashflow! I noticed that the bank feeds are never up to date and it always takes about 1 week for new transactions to show up, which means when someone pays me, I have to wait 1 week to be able to see the transaction and match it in Kashflow wh...
Guest almost 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

Add a sales order number function

it would help to be able to keep track of sales an purchases for a particular order as not always do customers provide a po number
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged