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2 Vote

Quick Updating Product Codes after creation/import

I have seen a previous idea submitted for the ability to update prices of product codes by importing a new CSV as this was rejected due to the possibility of data problems and duplicated data Issue : When you have over 1000 products, and the su...

Created 17 Jan 19:53 by Ben

IRIS KashFlow / Purchases

0 Planned
2 Vote

Export email addresses to mailchimp contact list

A way to export the email addresses from each of my customers into my Mailchimp account. Both individually and also extracting ALL email addresses without needing to do it one-by-one.

Created 15 Jan 13:08 by Guest

IRIS KashFlow / Partner Apps

0 Acknowledged
2 Vote

Quick "+ Add Line Items" - Multiple Lines

Would it be possible to add a extra option/button/bell/whistle to the Purchases/Invoices option to help add product lines. Issue : Current option allows for only single lines/comments to be added per click. This takes a lot of time and effort w...

Created 15 Jan 02:00 by Ben

IRIS KashFlow / Purchases

1 Acknowledged
2 Vote

Highlight Invalid Entries - Product Specified is Invalid

Would it be possible to have the system highlight either by text colour, or by cell highlighting an invalid entry. As the "Product Specified is Invalid" warning is of little help. Issue : A product code was changed to a different location, this...

Created 15 Jan 00:57 by Ben

IRIS KashFlow / Purchases

0 Acknowledged
2 Vote

Move - Add A Product Button (Purchase/Nominal Codes / Sales Code)

Would it be possible to add, or move the button " Add A Product " in the Purchase Code/nominal code section and the Sales Code screens? Issue : When you have a number of products already in the purchase/sales code that you are updating you have...

Created 15 Jan 00:50 by Ben

IRIS KashFlow / Purchases

1
1 Vote

A way to have a more specific downloadable info into excel - based on data fields eg overdue date/amount

To download overdue invoices from Kashflow into an excel spreadsheet I would like to do this for a specific date range and possible for amounts over £1000 for example. At the moment this only seems possible for into a PDF.

Created 07 Jun 08:31 by Guest

IRIS KashFlow / Payments

0 New
2 Vote

More intelligence as to how payments are applied

We had two identical invoices to the same customer over a two month period and the customers payment came in just after the second invoice was created. The payment was applied to the newer invoice. Support have told me that the matching rule isn't...

Created 12 Jan 16:15 by Guest

IRIS KashFlow / Payments

1 Acknowledged
2 Vote

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...

Created 12 Jan 09:53 by Guest

IRIS KashFlow / Purchases

0 Will not implement
2 Vote

Add a print to pdf button to the quotes module

In the invoices module a print to pdf button appears when you tick box an invoice or multiple invoices, therefore allowing you to print out multiple invoices at the same time - it would be great if you could do exactly the same in the quotations m...

Created 11 Jan 17:47 by Rob Smith

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
2 Vote

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...

Created 08 Jan 16:21 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Will not implement