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1 Vote

Quote templates select-able from quote page

I'd like separate templates for quoting on different products, so that I can include T&C's etc that differ from product to product, instead of having to supply separate documents to the customer.

Created 10 Jan 09:29 by Guest

IRIS KashFlow / Uncategorised

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1 Vote

Customer Reports

Hi, it would be very useful to be able to adapt reports for customers. Currently I work to a Client named Orbit. Orbit manage 20+ buildings. Sometimes I need to provide a report on a particular building and sometimes I am required to produce a rep...

Created 10 Jan 09:29 by Guest

IRIS KashFlow / Reports

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1 Vote

EKM Powershop - imports - filtering out 'NON-ORDERS'

Currently it appears that all Orders from EKM Powershop are imported into Kashflow - even those where the order has been abandoned and not paid for. These then have to be manually deselected and deleted on the desktop import page. It would seem th...

Created 10 Jan 09:29 by Guest

IRIS KashFlow / Uncategorised

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1 Vote

Separate Trade Customers from Direct Customers

If there was a way to set up filters to show all our Direct Customer invoices from Trade Customer invoices would be great. This way we will be able to see all our Trade customer orders in one place which would help us determine who we need to cont...

Created 10 Jan 09:29 by Guest

IRIS KashFlow / Uncategorised

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1 Vote

email several invoices and a statement of account to a client, but this feature is not available.

Hi, I often want to add several invoices and a statement of account to a client, but this feature is not available.

Created 10 Jan 09:29 by Guest

IRIS KashFlow / Uncategorised

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1 Vote

order of previous bank recons

I would suggest that the order of the previous bank recons be changed so that the last recon is on top. It does not make sense the other way round

Created 10 Jan 09:29 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
1 Vote

Date due box on purchase orders

Can I suggest that you add a 'Date Due' box for purchase orders.

Created 10 Jan 09:29 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
1 Vote

I'm using kashflow website on a tablet and in the invoice section you can't change the sequence or order of the invoices.

I'm using kashflow website on a tablet and in the invoice section you can't change the sequence or order of the invoices. For example, 'invoice number' 'overdue' 'paid'. This option would be very beneficial.

Created 10 Jan 09:29 by Guest

IRIS KashFlow

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1 Vote

Pay note column to supplier and Customer statement

No description provided

Created 10 Jan 09:29 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
1 Vote

Drop down menu on bank data feeds too small!! Please change back to the way it was

Why so small? Slows down data input

Created 10 Jan 09:29 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged