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1 Vote

Multi stock - one end product

Problem - I buy in Products (jams, Biscuits etc) and then make them up in to a Hamper and sell the final product, I would like to add a hamper to an invoice with just the final price, but make the system remove 1xJam 1xbiscuits etc from the stock

Created 28 Feb 16:13 by Heather Welsby

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Quotes - Total added at bottom isn't helpful if it includes everything.

Can the total of quotes at the bottom of the quotes overview page be for quotes won, rather than all quotes whether won, lost or still in negotiation? I don't think it's useful if it's displaying a total on items marked Lost ...

Created 28 Feb 15:39 by Brian Carbin

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Multi User Personal Email address and signature

I have a 'Manager' user account, but when wish to send a mail from within kashflow it forces me to use the email and signature of our admin, this means any mails I send spoof as him and therefore all the replies go to the incorrect person. I would...

Created 27 Feb 09:38 by Guest

IRIS KashFlow / Uncategorised

1 Acknowledged
1 Vote

Return ability to step through invoices

Back in the day it was possible to step through invoices by customer, can this ability be returned?

Created 26 Feb 13:40 by Guest

IRIS KashFlow / Invoicing & Quotes

2 Already exists
1 Vote

A check box that comes up if the same invoice number for the same company invoice no. is entered more than once does seem like a very good idea to have within the system

so if an invoice is attempted to be paid more than once it will be noticed

Created 23 Feb 20:01 by Guest

IRIS KashFlow / Purchases

0 Will not implement
1 Vote

Option to Store Customer Card Details

It would be really helpful to give the customer the option to store their card details and also us the option to enter card details through the dashboard and store them to the clients account for future payments.

Created 23 Feb 10:36 by Guest

IRIS KashFlow / Payments

0 Acknowledged
1 Vote

Customers Searchable in Alphabetically Letters

This was on the previous version.

Created 22 Feb 15:32 by Guest

IRIS KashFlow / Customers

0 Acknowledged
1 Vote

Report showing source conversion over time

1. Choose time period (e.g. 2017) 2. See number of enquiries by source for that period 3. See number of paying customers by source for that period Fro example, I may have received 50 enquiries from Source A in 2017, of which 5 converted into payin...

Created 22 Feb 10:25 by Katrina Boydon

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

Option to hide the 'Next/Previous' invoice/purchase arrows at the bottom

The new 'next/previous' purchase/invoice arrows at the bottom of the screen take up too much screen space. Not everyone uses large screen resolutions, particularly those on the go who use ultrabooks for example. I am sure the arrows may have use f...

Created 22 Feb 10:20 by Guest

IRIS KashFlow / Purchases

0 Acknowledged
1 Vote

Previous bank reconciliations should be listed in descending not ascending date order

No thought has been given to the listing of previous bank reconciliations. Right now it is listed in ascending date order which means that the first reconciliation on my account (from 2014) is shown at the top. This makes no sense as it obviously ...

Created 22 Feb 00:06 by Martin Baker

IRIS KashFlow / Bank

1 Acknowledged