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1 Vote

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...

Created 26 Aug 12:47 by Louise Saunders

IRIS KashFlow / Projects

0 New
1 Vote

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...

Created 26 Aug 12:47 by Louise Saunders

IRIS KashFlow / Projects

0 New
1 Vote

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

Created 24 Aug 11:04 by Gwion Ashton

IRIS KashFlow / Payments

0 New
1 Vote

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...

Created 24 Aug 10:15 by Guest

IRIS KashFlow / Bank

0 New
1 Vote

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...

Created 19 Aug 13:33 by Gwion Ashton

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Bank Details

We have added our bank details to our invoices, which most customers want, but the bank details also come up on quotes, purchase orders, etc which doesn't look very professional. Bank details should only be invoices. I have asked you to look into ...

Created 18 Aug 08:22 by Caroline Jones

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Receipt Bank - Tax code % entered

Hi, I have noticed that the receipt bank integration does not pass through the number value of the tax amount for example in receipt bank we set them at 20% but when pushed into Kashflow it always states 0%. This is not a limitation of Receipt ban...

Created 13 Aug 15:50 by Guest

IRIS KashFlow

0 New
1 Vote

Customer and Supplier search by project

We use the Projects feature extensively and have both customers and suppliers unique to each project. Being able to search by project in the customer and supplier pages would really help to get a better overview of how the project is progressing.

Created 13 Aug 10:55 by Michael Smith

IRIS KashFlow

0 New
1 Vote

Add details to Purchase Orders

The new release of purchase orders is great, thank you. One thing I cannot seem to get my head around is the fact you have certain fields such as "Delivery Address" where you can select the customer's delivery address (which is a really useful fea...

Created 13 Aug 09:42 by James Edmonds

IRIS KashFlow / Purchases

0 New
1 Vote

Switch between invoice types

We have some customers that we invoice monthly by DD. However, we sometimes do additional work that the customers will pay via BACS. When this happens, I have to go to the customer record and change the pdf theme for the invoice. And afterwards ch...

Created 05 Aug 16:01 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New