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1 Vote

Including more information on Invoices

I sell plastic book covers for school text books. Purchases are made according to the grade of the student. Grade 1, Grade 2 etc. I would like to enter the information on the invoice to include the Grade, so that, if I need to get a summary of all...

Created 26 Sep 08:03 by Guest

IRIS KashFlow

1 Will not implement
1 Vote

Commission payments calculated as percentage of invoice value and displayed on invoice

I have a requirement to display Commission payments and agency fees on Invoices which are percentages of the lotal invoice values. Currently this is all calculated separately and added in to the invoice. Is it possible to add the capability to Kas...

Created 20 Sep 15:34 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Auto save on timeout.

I realise that the invoice/quote can be saved. When working on invoices/quotes sometimes I get distracted by a phone call or other. When returning to the quote/invoice after a time the quote is still on the screen so I continue working on it. When...

Created 08 Sep 13:10 by Guest

IRIS KashFlow

0 Will not implement
1 Vote

Export data to excel

We would find it useful in amending quotations and invoices in ways that Kashflow won't allow.

Created 08 Sep 11:12 by Guest

IRIS KashFlow / Reports

0 Will not implement
1 Vote

Start dates on ALL bank accounts

This would really help when trying to identify the source of problems in balances and reconciliations. If it's possible for the primary account it should be available for others

Created 08 Sep 06:59 by Amy

IRIS KashFlow / Bank

0 Acknowledged
1 Vote

Add payment terms to creditors and debtors age analysis reporting options

The standard age analyses are fine, but are missing a vital piece of information, which is the payment terms. Using the 2 options,"n days form invoice date" or "n days after month end" I can map in Excel the suggested payment or receipt date of ev...

Created 06 Sep 16:29 by Guest

IRIS KashFlow / Suppliers

1 Acknowledged
1 Vote

When a note window opens, do not blank out the former page so severely.

When a note window opens, do not blank out the former page so severely (some blanking but retaining legibility is most desirable). Often I want to refer to invoice numbers and dates in my note and I can no longer see them after the note window is ...

Created 06 Sep 14:59 by CEO

IRIS KashFlow / Customers

0 Will not implement
1 Vote

On date fields please add a Today button - particularly in quotes when requiring revalidating

As our sales cycle can take some time, we often need to revalidate quotes more than a month old to hold the price for the customer. It would be helpful to have a today button on the calendar drop down month box so that we just click that for the n...

Created 06 Sep 08:20 by Guest

IRIS KashFlow / Other

0 Acknowledged
1 Vote

Bank transfers by type

A way to display bank transfers from multiple accounts which have the same type. Either in the bank tab (preferred) or as a report.

Created 05 Sep 11:16 by Amy

IRIS KashFlow / Bank

0 Acknowledged
1 Vote

Extra reference field to appear on purchases

If there is an extra reference field created for purchases, currently we have to go in to edit the purchase to see this field. Ideally there would be an option for this to appear on the main screen for the purchase, and on printed or emailed purch...

Created 05 Sep 07:49 by Amy

IRIS KashFlow / Purchases

0 Acknowledged