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IRIS KashFlow

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Bank transactions filter

Please can you introduce a filter for bank transactions. It's a laborious task when you have to edit multiple transactions of a similar nature spread across multiple dates, a simple filter on the comment would be a great start. It would also be hu...
Ryan T over 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

SMTP configuration - Allow email to be saved in IMAP Sent folder

Not all mail servers automatically save sent mail. Gmail does, but many don't. Hence if SMTP configuration is switched on, outgoing mail is not saved in sent mail. This is an issue as we want outgoing mail, e.g., invoices, saved. The solution is f...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Purchase Orders in Projects

If there was a Purchase Order field in the Project page which dragged across to the global project report it would save me a lot of time doing VLOOKUP function searches and cross referencing for monthly reports. It could also automatically populat...
Jonny Shire over 7 years ago in IRIS KashFlow / Projects 0 Acknowledged

CSV IMPORT FOR PRICE INCREASES

I was disappointed to learn that it's not possible to use a CSV file to update prices. I've got 800+ unique stock codes on the system and tried to upload the new prices but couldnt and later found out that the system doesnt allow it. I would imagi...
Dave Harrell almost 4 years ago in IRIS KashFlow / Uncategorised 0 New

VAT report/download improvement

In the detailed VAT report, KashFlow lists transactions included in each box of the VAT return, from box 1 to 9. Box 1 detail is the output tax detail for sales and Box 6 detail is the net value details for sales. But the order of the detail can b...
Steve Gatter almost 4 years ago in IRIS KashFlow / Reports 0 New

Sage converter to bring over customer and supplier default nominal code

When bringing over the supplier and customer data, can you make it so it brings over the default nominal codes for each customer and supplier too. At present, when a conversion is processed, all the data transfers perfectly, except it omits which ...
Guest over 7 years ago in IRIS KashFlow / Partner Apps 0 Acknowledged

Assign multiple Customers to a project

At the moment you are able to assign one Customer to a project but this doesn't auto fill the project box. To save time when posting invoices it would be good if, when you create invoices, those customers are automatically assigned to a project.
Guest over 7 years ago in IRIS KashFlow / Projects 0 Acknowledged

Bulk print Purchase Orders

It would be great to be able to bulk print Purchase Orders like you can with invoices.
Guest almost 4 years ago in IRIS KashFlow / Purchases 0 New

to add a feature that your system will detect when an order number has already been entered so there is no mistake of duplication

to stop duplicating order numbers
Guest almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Unassigned Departments Report

To retrieve information which shows me a list of all items not assigned to a department
Guest over 7 years ago in IRIS KashFlow / Reports 0 Acknowledged