Help us improve

1 Vote

Customer credit limits - notifications when limit is reached would help.

Some sort of notification when a customer reaches their credit limit would greatly improve the system. When accepting new orders this could be checked quickly.

Created 21 Nov 11:06 by Guest

IRIS KashFlow / Customers

0 New
1 Vote

New field: Original quote number on invoice

Could a quote number be referenced when a Quote is converted into an Invoice. It is useful for us to know which quote (saved as a pdf locally) relates to a new invoice, as obviously it gets deleted from KashFlow when converted…

Created 20 Nov 15:56 by Dan

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Allow direct click to customer record from Income by Source

From the dashboard clicking on the income from source graph and then one of the pie sections gives a list of invoices. At the moment the two links whether it be the invoice number or customer name both go to the customers invoice. It would be use...

Created 11 Nov 19:35 by Guest

IRIS KashFlow / Reports

1
1 Vote

Ability to batch print multiple purchases

Please can I suggest that you add the functionality to batch print purchases? This function is available for sales invoices, whereby one can select multiple invoices and then download them all as a single pdf and print them as one document. Howeve...

Created 08 Nov 11:39 by Guest

IRIS KashFlow / Purchases

0 New
1 Vote

Reports to run in pounds and pence

I would like to use the aged creditor report to pay invoices but as it rounds the outstanding amounts this is not possible

Created 07 Nov 11:14 by Guest

IRIS KashFlow / Reports

1 Acknowledged
1 Vote

Purchase Order - Option to make it a requirement to have a PO before saving

Quite simply - if we don't have a purchase order on an invoice, we don't get paid. My biggest killer of cashflow is when I've sent an invoice, it doesn't get paid, and when I chase it's because I forgot the PO. Often, you can't just re-submit t...

Created 06 Nov 16:49 by Gavin

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

On Profit and Loss

We use Groups on our Profit and Loss than list in Products But when view Profit and Loss It shows the Products in Column But does not give a Total of Group We think it would be a good idea to have two columns A sub Total to the Left of the Product...

Created 04 Nov 13:33 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
1 Vote

Repeat Billing and Multi Month Customers

We have recently migrated to your updated package. There is no option to view list of mutli month customers which is papramount for our operation. Please add.

Created 01 Nov 11:08 by Guest

IRIS KashFlow / Customers

3 Already exists
1 Vote

Free Text / Additional Text Field Search-ability

Within the settings we have the option to add 'free text' boxes - such as via Purchase Options >> 'Enable an extra reference field for each purchase' This is all well and great to have as a feature until you need to search for the content ...

Created 31 Oct 17:07 by Ben

IRIS KashFlow / Purchases

0 Acknowledged
1 Vote

Iris Insights - prior year comparatives on reports

So that on the forecasting reports you can see performance for the current year against the forecast and last years results.

Created 30 Oct 16:47 by Guest

IRIS KashFlow / Partner Apps

0 Acknowledged