Help us improve

2 Vote

Add multiple items to invoice

Would be helpful to have a way to add multiple lines of items when creating an invoice.We usually have between 40 to 70 items to add to an invoice. And clicking 70 times the "add line item" is time consuming.An additional button that can add 10 it...

Created 11 Jul 09:56 by Salem de Bezenac

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
2 Vote

Being able to print off an unreconciled bank transactions report at the end of each month.

No description provided

Created 07 Jul 11:51 by Guest

IRIS KashFlow / Bank

2 Already exists
2 Vote

Reports For Quotes Facility

We use quotes but do not for operational reasons convert quotes to invoices via Kashflow. It would be helpful if reports could be produced from Quotes showing all quotes that have not yet been invoiced and indeed all quotes in a certain category i...

Created 05 Jul 16:35 by Guest

IRIS KashFlow / Reports

1 Future Consideration
2 Vote

Monthly Sales Reports of multiple sales codes including sub codes

As a brewery, we have to report every drop of beer that we sell and in what package it is sold. So when we brew a beer, a new sales code is created and then 3 sub codes for cask, keg and bottle versions of that beer. When I run a monthly sales rep...

Created 28 Jun 12:29 by Guest

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

Add "if any" or "if all" option for Matching Rules

When creating rules, you can only have one text item. So for each supermarket, i have to create a new rule. One for Asda, Sainsburys, Tesco etc. In the "search for" field, it would be good to have an option for "any of these" and be able to list...

Created 22 Jun 12:03 by Gavin

IRIS KashFlow / Bank

0 Acknowledged
2 Vote

As sage the ability to copy information from the field above when posting items on invoices

When posting seperate lines/items on invoices the ability to copy information from the field above ie if VAT code/description/rate is the same as the previous VAT code/description/rate. Sage as this ability by pressing F6.

Created 22 Jun 10:57 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
2 Vote

Make the Remittance advice print out exactly as is shown on screen

When I print or email a remittance advice it changes the document. In big bold letters the words Purchase Order are printed on it but a purchase order is a totally different document in our line of business. The remittance advice is proof to the s...

Created 20 Jun 13:22 by Guest

IRIS KashFlow / Suppliers

0 Acknowledged
2 Vote

Emails sent list

Need to see a list, in the Kashflow system, of emails containing the invoices and/or reminders that have been sent via Kashflow.

Created 18 Jun 08:16 by Guest

IRIS KashFlow / Other

0 Acknowledged
2 Vote

supplier expenditure report

It would be good to have a supplier expenditure report, breaking down the products/services purchased from a particular supplier.

Created 14 Jun 13:24 by Anju Smeeton

IRIS KashFlow

1 Already exists
2 Vote

Maps re-introduced to customer profile

During a recent update the maps function was for some reason removed from the customer profile page, I used this function on a daily basis to get a rough idea of my customers location, which helped me to plan delivery routes, it was really helpful...

Created 14 Jun 13:21 by Guest

IRIS KashFlow / Customers

0