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1 Vote

An quote & invoice line-item total including VAT

Customers keep asking me to put line item totals on their quotes when I send them with different options included.

Created 28 Feb 14:49 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
2 Vote

Facility to add payment options to Customer Statement

If we could add all payment option details to the bottom of customer statements then there would be no need to refer to or attach the invoices referred to in statement

Created 12 Jun 15:49 by Guest

IRIS KashFlow / Customers

0 Acknowledged
1 Vote

Weekly Payment List

Select the required invoices, via the existing tick boxes, then either print, or export to csv, so I can get a weekly outgoing total and to do list.

Created 27 Feb 11:10 by George Ross

IRIS KashFlow / Purchases

0 New
2 Vote

Bank Feeds - Show actual invoice/purchase dates as well as due dates when matching

No description provided

Created 10 Jun 14:59 by Guest

IRIS KashFlow / Bank

0 Acknowledged
1 Vote

Add Journal Number to template

Now I know the system i manually enter e.g. "J123 - " at the beginning of the template. Without this you cannot find/remove templates that you no longer need without (potentially) checking each one.

Created 25 Feb 11:00 by Guest

IRIS KashFlow / Other

0 New
1 Vote

Run a Bestseller report for products within a single Sales Code

I wanted to be able to run a report for a specific code and to be able to have that report rank the products within it from most sold to least sold within the specified date period. This appears to not be a current possibility from the current ava...

Created 24 Feb 14:47 by Craig Riches

IRIS KashFlow / Reports

0 New
1 Vote

I would like to be able to have a seperate email address for for when i send quotes.

When a customer reply`s to a quote it goes to the accounts person and not the person that created the quote.

Created 24 Feb 14:12 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Ability to connect to Microsoft office Sharepoint/One drive

To be able to connect to locations other than dropbox when storing invoices etc. ie Sharepoint

Created 23 Feb 14:33 by Guest

IRIS KashFlow / Partner Apps

0 New
2 Vote

Change to dropbox integration

Any individual entity with more than one Kashflow account. will benefit from this. Currently Kashflow creates a dropbox folder Apps>kashflow. If you have 2 or more kashflow accounts all files will still be stored in the one folder and therefore...

Created 02 Jun 13:15 by Alan Moore

IRIS KashFlow / Partner Apps

1
1 Vote

Reinstate the address lookup button

When entering a customers' address, there used t be a map button for searching an address. This looked up the address in Google Map, making it easy to check street names and postcodes were correct. You removed the feature a few years ago and I mis...

Created 22 Feb 13:07 by Guest

IRIS KashFlow / Customers

0 New