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IRIS KashFlow

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Option to convert Quotations to Sales Orders as well as Sales Invoices

It would be really helpful to have the option to convert the quotation to a Sales Order which we can add our T & Cs to and get Clients to sign. Then on completion of works convert the sales Order to a sales invoice. We supply and fit bathrooms...
Phil Read over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Reports

When I select the Nominal Ledger Reports with Opening balances, Sales , purchases & expenses also comes with Opening Balance. my suggestion is to give option for each & every item whether to select Opening Balance or Not. Then If i select ...
Guest over 4 years ago in IRIS KashFlow / Other 0 New

Purchase Order Access & Display Originator

Really pleased to see that there is a purchase order (PO) module. Would like to see that there is a user access category just for POs meaning that the user would not be able to convert these to purchase invoices. Some of my clients are still unabl...
A F over 4 years ago in IRIS KashFlow / Purchases 0 New

kashflow indicates incorrect information when Gocardless dd is mandate is pending a second signature

I think there needs to be some indication in Kashflow that if a payment is not paid via dd through Gocardless due to second signature mandate being incomplete and dd is pending approval then the invoice should not show as paid in kf. .
Guest over 4 years ago in IRIS KashFlow / Payments 0 New

Daily sales report (line graph)

No description provided
Guest over 4 years ago in IRIS KashFlow / Reports 0 New

Report by Customer Order Number / Job Number

It would be very helpful to our business to be able to report on turnover / amount outstanding / retention remaining by a unique customer order number or job number. At the moment I have to record each 'project' manually. We could have up to 20 in...
Louise Saunders over 4 years ago in IRIS KashFlow / Projects 0 New

Report by Customer Order Number / Job Number

It would be very helpful to our business to be able to report on turnover / amount outstanding / retention remaining by a unique customer order number or job number. At the moment I have to record each 'project' manually. We could have up to 20 in...
Louise Saunders over 4 years ago in IRIS KashFlow / Projects 0 New

Allow Overpaid Purchases to be ticked in batch payments

Overpaid invoices can not be chosen in a batch payment. This makes it awkward when clients are using the available credit to net off other purchases. An underpaid invoice appears but overpaid ones do not
Gwion Ashton over 4 years ago in IRIS KashFlow / Payments 0 New

Add warning to invoice payment allocation

Please can it be changed so that when assigning bank payments to invoice/s it is not possible to assign anything that is an over payment without a warning. Currently payments can be assigned to any invoice regardless of whether they have been proc...
Guest over 4 years ago in IRIS KashFlow / Bank 0 New

Part Exchange statement report linking invoices and purchases for certain customers and suppliers.

Numerous clients have asked how they send a statement showing part exchanges to their clients. At present there is no way of showing the purchase value being deducted from the invoice value resulting in a net due value. A simple link between certa...
Gwion Ashton over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New