Help us improve

2 Vote

A Flag to let you know that you have selected more than 100 invoices to pay

I have one supplier that has over 100 invoices each month. Firstly it takes forever to find all the invoices due to the date order in Batch Payments, and then when I have ticked all the invoices, to then find I have selected over 100 and have to s...

Created 03 Apr 17:46 by Guest

IRIS KashFlow / Invoicing & Quotes

1 Acknowledged
2 Vote

Bring back column totals!

On the old interface design, when you looked at any period of time in your banking, there was a column total for both in and out, next to the opening / closing balances. This has mysteriously been dropped in the new interface, which seems like a b...

Created 03 Apr 10:11 by Guest

IRIS KashFlow / Bank

0 Acknowledged
1 Vote

Reports

One look at the issues on here and straight away the runaway issue is with reports.This is really starting to impact on the usability of Kashflow, and if its not usable its not worth using any longer. Can anyone from Kashflow at least acknowledge ...

Created 16 Jan 12:47 by George Ross

IRIS KashFlow / Reports

0 New
2 Vote

To be able to assign more than one customer to a project.

The nature of our projects is that there may be more than one customer to each project. Allocation of more than customer to project would allow more meaningful review of the project 'performance' rather than simply of the customer.

Created 31 Mar 06:34 by Guest

IRIS KashFlow / Projects

0 Acknowledged
2 Vote

To be able to enter a batch of supplier invoices

To have the option of entering a number of supplier invoices on one screen, the current system is very time consuming.

Created 28 Mar 16:16 by Emma Ransom

IRIS KashFlow / Purchases

0 Acknowledged
2 Vote

When converting quote to invoice have a function to select individual line item.

Quotes are raised showing a full breakdown but the customer may only choose certain options from the quote. Currently the whole quote gets converted to an invoice but it would be helpful to be able to choose what the customer ordered and convert j...

Created 28 Mar 08:23 by Guest

IRIS KashFlow / Invoicing & Quotes

1 Acknowledged
2 Vote

Aggregate the 'Notes' into a single view on the Overview page to show recent activity

If other customers do as we do and include details of correspondence with clients in the ‘Notes’ section attached to each invoice, it would be useful to be able to see an aggregated view of all ‘Notes’ in reverse chronological order on the Overvie...

Created 27 Mar 12:11 by Guest

IRIS KashFlow / Customers

0 Will not implement
2 Vote

Automatic credit control report

A report to ascertain who is on or who is not on credit control

Created 27 Mar 08:28 by Rodger Random

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

Purchase Order Report

Our projects can take anywhere between 2 and 5 months to manufacture. We currently have more than 90 live purchase orders on our system. A report and option to download to CSV seems like it is vital for accounting purposes and stock control.

Created 11 Jan 11:20 by Lisa

IRIS KashFlow / Reports

0 New
2 Vote

Sales History report

One history report to list all sales codes between dates - very quick to see what has been invoiced. And why does the pull down screen sow all codes in teh system and not just the sales codes

Created 22 Mar 16:07 by Andrew Mills

IRIS KashFlow / Reports

0 Acknowledged