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IRIS KashFlow

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Reports

As a minimum should be able to sort the Aged Debtors Report by Customer Name, as the "Code" may not be Alphabetical thus is list is completely random when viewing it. Further improvement would be to allow sorting of all the columns, so that you ca...
George Ross about 3 years ago in IRIS KashFlow / Reports 0 New

Ability to analise all project relaed costs

We have created a project and require to keep track of the total expenditure on this project. However, currently the system only calculates the project expenditure that has gone through the purchase ledger. Project purchases that are analysed dire...
Guest about 6 years ago in IRIS KashFlow / Projects 0 Acknowledged

Add a Comment Box when matching from bank feeds

There is no option to add a comment when matching transactions from bank feeds into Kashflow. So if the bank payment reference is just a cheque number, then this is all that will show once the transaction is matched into Kashflow bank.
Guest about 6 years ago in IRIS KashFlow / Bank 0

Ability to set a number of discount percentages for customers.

Some businesses offer a range of discount percentages, maybe a step-up discount scheme where a discount is 2% for orders over £100 and 4% for orders over £200 etc. It would be useful if a user were able to select a discount percentage while creat...
Gethin Davies about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Fully fetailed profit @ loss showing each lind item fif sll eentries as possibld with quickbooks

able fully see all entries making up p&l
Guest about 6 years ago in IRIS KashFlow 0 Acknowledged

Statement adds all outstanding Invoices automatically

When you send a statement, people sometimes respond saying that they have not received the invoice.
Ayshea Hay about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Drag & Drop documents to invoice & receipts.

It would be amazing if you could drag & drop multiple documents into each invoice/purchase.. rather than having to click the browse, navigate to the folder and upload one at a time...
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Additional template for estimate

Currently we only have 2 templates 1 for quote and 1 for invoice, we currently need to change the quote template to estimate template to send to our customers, this is time consuming for a business. Can we have the option to make more templates.
Guest about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Anna Money bank feed

Anna Money (https://anna.money/) is missing as a bank feed, this would be very helpful for customers who use Anna as their bank.
Guest about 3 years ago in IRIS KashFlow / Bank 0 New

Phased balance sheet like p&l phased

No description provided
Guest about 6 years ago in IRIS KashFlow / Reports 1 Acknowledged