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1 Vote

Purchace code by project

A report to display the values of a given purchace code distributed among different projects over a given time

Created 18 Feb 15:47 by Guest

IRIS KashFlow / Reports

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

Supplier report for a set amount of time.

It would be extremely useful if it was possible to download a spreadsheet of the ACTUAL amount of money spent with each supplier between two selected dates. At the moment it is only possible to generate a pie chart of this information which frankl...

Created 15 Feb 19:21 by Dave Hall

IRIS KashFlow / Reports

0 New
1 Vote

10 Invoice Restriction on Starter package - good but not practicable

As a low volume sales invoice generator a normal year would be 22 invoice per annum and abnormal would be 33 invoice per annum. The monthly restriction for me creates an admin problem. As I need to generate at the same time 11 invoices twice a yea...

Created 15 Feb 15:10 by Anne Ruskin-Wyer

IRIS KashFlow / Invoicing & Quotes

1 New
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

Have customer contact name, contact Tel No. and email address on invoice for export invoices also EORI

This is required on the invoice by transport companies before they will pick up goods. Most of information already in Customer data.

Created 11 Feb 17:20 by Guest

IRIS KashFlow / Customers

0 New
1 Vote

Options for multiple Invoice name

Many of my customers require their invoice to be submitted in differing formats. For example, Invoice, Self Billing Application, Application. At the moment I have to manually change the Field Name in Settings whenever I send a specific invoice. It...

Created 11 Feb 13:46 by Louise Saunders

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
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