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1 Vote

Consolidating Multiple Kashflow TB's

If one company had different sites on a large basis (each used by different users), currently you would have to download separate TB's & P&L's and then merge into one spreadsheet as an example. This would be to see a consolidated view of t...

Created 14 Mar 14:28 by Guest

IRIS KashFlow / Other

0 Acknowledged
1 Vote

Sales Code and project to be seen in invoice view mode

Sales Code and project name seems to be seen only when creating/editing invoices. I would like to see them also in view mode. when I check how i raised an invoice it is information i want to be able to see without needing to click edit or copy whe...

Created 14 Mar 13:14 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Department column in csv download for Profit & Loss Nominal code

the csv download for Nominal codes, when run the Profit and Loss only shows Debit and Credits etc...it would be very useful for reconciling purposes to have an extra column for the departmental number. It is not effective to create new Nominal cod...

Created 14 Mar 10:51 by Guest

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

List Archived Customers Separately

We are trying to tidy up our records, so we started to archive some of our old customers. However, these customers still appear ins search results even when archived, which can lead to colleagues entering invoices on to the incorrect customer. I t...

Created 13 Mar 10:34 by Guest

IRIS KashFlow / Customers

0 Acknowledged
1 Vote

Create Sales Code - Managing Stock Level does not expand scroll bar on laptop

When creating or editing a sales code on a laptop screen, if you tick the box to manage stock for this item, the window expands down in the browser, but the scroll bar does not expand making it impossible to access the Update button at the bottom ...

Created 06 Mar 20:59 by Rich Mellor

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Allow multiple sales codes to be matched to same purchase code

I have some parts I buy in bulk and then sell as components for different computers. I have different sales codes for these components (to help identify which computer lines are more popular). However, if I wish for Kashflow to manage the stock le...

Created 06 Mar 20:52 by Rich Mellor

IRIS KashFlow / Purchases

0 Acknowledged
1 Vote

improved user access

Restrict class of user to customer files, raise invoices, quotes BUT no ability to make payments, raise credit notes, journals, or anything else. It's purely a sales function.

Created 05 Mar 11:12 by Guest

IRIS KashFlow / Invoicing & Quotes

2 Already exists
1 Vote

Report showing how all invoices of selected supplier have been satisfied

To be able to align my payments, credit Notes, Partial credit notes, refunds, etc to match that of my supplier. As I am able to apply a credit not received from my supplier to an invoice to satisfy payment, these don't necessary match up and an am...

Created 03 Mar 13:40 by Guest

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

A shortcut key to bypass some selections.

When I am doing monthly statements, I have to select a customer, choose statement, select the settings (eg no date range, don't show paid invoices, don't show starting balance) and then I send the statement as an email. For the next customer, I ha...

Created 01 Mar 17:24 by Guest

IRIS KashFlow / Invoicing & Quotes

1 Already exists
1 Vote

Take Reports out of Basic access

Additional user WARNING I'm not sure if anyone else is aware that now all basic users can access all the sensitive information about your company and if the employee wanted to mess up your business this could be done with a few clicks, this can no...

Created 28 Feb 17:38 by Guest

IRIS KashFlow / Other

0 Acknowledged