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2 Vote

Produce a packing slip from Quote

In order to create a packing slip, a quote must first be converted into an invoice. This instantly gets added to our creditors list which would be fine if we were a retail outlet, however, we use the packing slip as a substitute for a job sheet an...

Created 30 May 15:10 by Guest

IRIS KashFlow / Invoicing & Quotes

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
2 Vote

Total value of quotes under catagories/flags

It would be usefull to see the total value of quotes sent or pending a customer decision and total value of quotes won or lost etc. In other words you would be able to see the total value of quotes under a specific category/flag so that you can tr...

Created 24 May 20:23 by Guest

IRIS KashFlow / Dashboard

0 Acknowledged
2 Vote

Reports to view revenue by Account Manager

In a lot of businesses Account Managers are paid bonuses for how much revenue they bring into the company. There is a field in KashFlow that allows us to add the Account Manager to the client account but this doesn't allow us to run a report that ...

Created 24 May 12:41 by Guest

IRIS KashFlow / Reports

1 Acknowledged
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

Link a subcontractor (supplier) to a customer

I'm an agent matching subcontractors to customers for projects - there's currently no way to automatically link subs automatically to their customers. This means I have to create all the records manually through projects. I'd like to be able to ch...

Created 23 May 13:08 by Guest

IRIS KashFlow / Suppliers

0 Acknowledged
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
1 Vote

Customising Credit Control Letter frequency per customer

We have a number of customers who tend to have set payment runs monthly. I would like to be able to not send them the automated credit control emails and do this manually instead. I think an opt out of credit control reminders on the customer acco...

Created 19 Feb 09:02 by Guest

IRIS KashFlow / Customers

0 New