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My Ideas: IRIS KashFlow

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Payment button on a pro-forma invoice

We send out the pro-forma invoice to most of our customer and asks for payment up front. I have just updated our system and have adde our card payments button but I noticed this only works on the invoice and not the pro-forma. Please would you add...
Guest about 7 years ago in IRIS KashFlow / Payments 0 Will not implement

Extra Industry Sectors

Our business sector is not covered under the current options. This has been causing issues with the last update asking for information to be updated (fixed by support) For instance an option for "General Retail" or "Specialist Retail" would suff...
Ben about 7 years ago in IRIS KashFlow / Other 0 Will not implement

Remove sub totals on reports

Most people can sort in excel so dont need this function
Guest about 7 years ago in IRIS KashFlow / Reports 0 Will not implement

We require a lot of detail in the supplier reference column and the supplier column could be narrower. Is it possible to widen the view of the supplier reference column and narrow the supplier column so we can view all details.

We require a lot of detail in the supplier reference column and the supplier column could be narrower. Is it possible to widen the view of the supplier reference column and narrow the supplier column so we can view all details. Adjustable width co...
Guest about 7 years ago in IRIS KashFlow / Purchases 0 Will not implement

Monitor how much has been invoiced against a quote that has been won.

I regularly prepare quotes with a number of items listed for different elements of work I will be doing on a project. Many of my projects last many months and are therefore invoiced monthly. I currently convert the relevant quote to an invoice and...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

refund on purchase

It would be helpful if there was a refund button on purchases that creates a credit note related to that particular purchase. This is because if you have an item on a trade account you have to enter the invoice info into Kash-flow so it matches fo...
Guest about 7 years ago in IRIS KashFlow / Purchases 0 Will not implement

Report on quotes

I would like a report please that can be download into a CSV file which details the invoices raised against each quote, ideally by client account, which also shows quotes with no invoice number thus enabling us to identify which have not been invo...
Guest about 7 years ago in IRIS KashFlow / Reports 0 Will not implement

I think it would be a good idea for Kashflow to automatically save any work being done before it times out!

i run my business as well as do all my invoicing and sometimes get distracted by work issues, yesterday I spent over an hour on one invoice and had a work call just as I was finishing invoice, the call led to some problems I had to sort and I forg...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Negative Discount value

I would like to have the facility to use negative discounts. For most of my customers I supply the same service for which I set at a base line cost price. Depending on factors such as distance and difficulty the customers actual price might either...
Rob Smith about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

CSV Importer Bug - Selective Amnesia

Whilst using the CSV importer to migrate customers over to Kashflow I have found that the saved mapping function has selective amnesia. By that I mean sometimes it remembers the saved mapping files I made up the first time I used it, other times i...
Rob Smith about 7 years ago in IRIS KashFlow / Other 2 Will not implement