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My Ideas: IRIS KashFlow

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103 VOTE

Allow Entering of Cost of Goods on Invoice Lines for Gross Profit Calculation of Products, Invoices & Customers

we would love to be able to add cost of goods to product database so we can easily calculate and report GP on individual products/invoices/customers aware we can add cost of some goods through our purchases but this doesn't reflect our business ne...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 11 Acknowledged

A different client contact email for quotes and invoices would be really helpful- thanks

This would be really helpful so quotes can be emailed to the sales team whilst invoices go to the accounts department.
Guest about 1 month ago in IRIS KashFlow / Invoicing & Quotes 0 New

Single Payment Receipt for Bulk Payment

I like to send a payment receipt when a client settles an invoice. At present this is fine when a single invoice is settled but when a number of invoices are paid with a single payment there is no facility to send a payment receipt covering all in...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 7

INVOICE LAYOUT

Hello - We are using your Kashflow system with our company. When I sent an invoice out to the customer, the layout of the invoice that our clients received doesn't show the acutal total (with VAT included) but only the: Rate, Total & VAT. Coul...
Guest about 1 month ago in IRIS KashFlow / Invoicing & Quotes 0 New

The design is very poor

I find the new design very poorly thought through. For instance, I wasted time again on the Invoices when scanning through for something. there is a scroll bar inside a scroll bar... What I mean by this is that the whole page has a scroll bar on t...
Gary Newbrook 5 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

2nd email address in My Profile

So 2 people will be notified when a customer's invoice is overdue and when an IrisPay payment is made.
Guest 4 months ago in IRIS KashFlow / Other 0 New

Global Project Report Profit & Loss

Improve reporting for Project Based Clients - System can currently print P&L for each individual project. However the system CANNOT print a summary Report to include the P&L of all projects on 1 report for specified date ranges.
Guest over 8 years ago in IRIS KashFlow / Reports 16 Acknowledged

Separate Template for Pro-Forma Invoices

At the moment the only way to send a pro-forma invoice for prepayment is to alter the quote template. This obviously isn't practical as we send both quotes & pro-formas on a daily basis.A separate template for both is needed.
Guest over 8 years ago in IRIS KashFlow / Uncategorised 4 Acknowledged

Add monthly totals to customer statements

This was submitted and acknowledged in September 2018 (and in 2017) so just bringing it to the forefront again. Very useful for customers to quickly see amounts due and especially overdue totals! Its the norm from most companies so looks a little ...
Guest 3 months ago in IRIS KashFlow / Customers 0 New

Different Send-From Email Addresses for Different Documents

Allow us to setup different email addresses for the various documents Kashflow can send, both from email and BCC email. For example, quotes should be sent from a sales@ address and BCC'd to sales@ and salesmanager@. Invoices should be sent from ac...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 15 Acknowledged