Help us improve

1 Vote

Layout Consistency between creating invoices & packing slips online & how they print.

The printed/PDF invoices and packing slips are great but when it comes to creating them the layout is totally different. Online, the invoice number is on the left whereas its on the right on the print outs/pdf. The customer PO online is between th...

Created 24 Oct 14:53 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Locating nominal codes in quantites

Have been in to the nominal reports and wanted to print off a run of nominal activities. I wanted nominal 5000 - 5005. Having to tick select these by ticking them off is time wasting as they are not in nominal numerical order but are in fact alpha...

Created 24 Oct 14:35 by Guest

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

Quotes Report

It would be very useful for us if we could produce a report of monthly Won, Negotiation/Review, and Lost. Also in the drop down in which you can can to draft etc. It would be useful to have a tab called superseded as often we need to quote for var...

Created 24 Oct 09:23 by Guest

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

Stock Level Warnings - should trigger an email

I know you can set levels for each sales code (stock items) below which there is a warning if the stock level drops below this threshold. However, so far as I know the only difference this makes is the colour of the stock item changes when you try...

Created 23 Oct 11:55 by Rich Mellor

IRIS KashFlow / Invoicing & Quotes

0
1 Vote

Multi-user permission with Read / View Only user to certain clients only

I want our accountants to and other departments to great groups or atleast users with different permission A financial controller might want to give read only view access to his junior accountant to build reports or download invoices and send to ...

Created 22 Oct 22:08 by james brent

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Quotation Follow up

To have a template or draft to send out at scheduled times to clients and a reminder to follow up

Created 20 Oct 09:00 by Dominic Scullion

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Option to customize initial customer view: default is currently transactions.

Not every user can match payments with invoices, even with the use of applying credit. Therefor the transaction page is defunct. Please allow a choice of view when a customer is selected, profile/statement OR transaction.

Created 18 Oct 12:32 by Guest

IRIS KashFlow / Customers

0
1 Vote

A 12 month total sales on graph

I like the graph available on the dashboard showing the sales for the last 12 months although I do believe that a graph (separate or a individual line on the same graph) showing the 12 month accumulated sales would be useful in being able to quick...

Created 17 Oct 07:47 by Gethin Davies

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

Changing customer info wiithout changing historical information

Recently we had a customer who slightly changed their contact details. Not a new customer, same one, so we did not want to change historical information, only going forward. We did not want to add then as a new customer as they were already an exi...

Created 16 Oct 10:41 by Guest

IRIS KashFlow / Customers

1 Already exists
1 Vote

Access limitations to additional user

As is added access to a sales person, I don't want him to see reports section. Please make amendments so that we can limit access to any additional users.

Created 15 Oct 13:26 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged