Help us improve

1 Vote

Converting a Purchase to an Expense or Vice Versa

Sometimes more than one member of staff can access Kashflow and / or a previous member of staff may have added payments incorrectly.

Created 27 Nov 15:03 by Guest

IRIS KashFlow

0 Acknowledged
1 Vote

CSV Uploads Duplicate Supplier Purchases

When uploading a CSV of supplier purchases the system doesn't reject purchases which are already on the supplier account. It will reject when adding manually but allows and invoice with the same date, supplier and invoice number to be entered.

Created 27 Nov 13:52 by Guest

IRIS KashFlow / Purchases

1 Acknowledged
1 Vote

Overdue Email Reminder

I used to receive emails detailing which invoices have become overdue on a particular day. I have since been informed that this feature is no longer available. I don't want to use the automated system, because some of my customers just require m...

Created 22 Nov 12:09 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Include the Due Date in Sage export report

Please can the due date for purchases and sales be included in an export file. This is vital to be able to view/forecast what is due to be paid for a weekly/monthly pay run and allow for expecting income.

Created 21 Nov 12:46 by Michael Chadderz

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

Email Templates: add [Project Name] to text substitutes

It would make sense to be able to refer to the project name in the email heading or content when issuing an invoice.

Created 21 Nov 12:42 by Michael Chadderz

IRIS KashFlow / Invoicing & Quotes

0 New
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