Help us improve

1 Vote

Allow for multiple packing slips to be printed in the same way that invoices are

We have to produce a packing slip for each invoice raised and this is done in batches

Created 17 Feb 15:49 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Send invoice out before Invoice date

Our customer's payments are due on the invoice date. However we need to be able to send out the invoice beforehand. Kashflow uses the created date as the invoice date. But we would like the created date to be just the date the email/invoice is ge...

Created 17 Feb 15:37 by Naheed Rehman

IRIS KashFlow / Invoicing & Quotes

2 Will not implement
1 Vote

Certificate Template

I have a service industry business and need certificates for my clients. To be able to populate the address from Kashflow would be very useful indeed. I'm sure a lot of users would find this a very useful addition and when integrated could be emai...

Created 17 Feb 10:39 by Guest

IRIS KashFlow / Other

0 Acknowledged
1 Vote

Customers Job Title Field On Invoice

I find that job titles are important to lots of people - yet I have to use a number of workarounds to get them to appear correcty on an invoice - Why cant we have a job title box that displays the title under customer name on an invoice instead of...

Created 16 Feb 14:08 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Project Reporting withing G/L

As a check my clients would find it helpful if G/L codes contained the information of which Project costs had been posted there. Certain G/L codes should have to have a Project code e.g. cost of sales G/Ls. So, to make sure that they do either the...

Created 14 Feb 16:51 by Guest

IRIS KashFlow / Projects

0 Acknowledged
1 Vote

Balance Brought Forward on Statements

Hi, At present when we view statements, the opening balance line shows all historical invoice/payment amounts, which is rather daunting for clients to see when it a large number! It would be better to have a "Balance Brought Forward" amount inst...

Created 13 Feb 18:53 by Ben Crowley

IRIS KashFlow / Customers

0 Acknowledged
1 Vote

New report: Fourweekly P&L

Would it be possible to create a report similar to the Monthly P&L however four-weekly ...? Many businesses trade weekly/four-weekly. As we provide management accounts to these clients, four-weekly would be more suitable rather than monthly.

Created 06 Feb 08:43 by Guest

IRIS KashFlow Connect / Reporting

0 Acknowledged
1 Vote

Balk order & Call offs features

Was wondering if improvement can be made on both SALES and PURCHASE ORDERS (or QUOTATION) to eventually have possibility to: . Balk order & Call offs this tool to allow me manage bulk orders (my buyers contract for fruit puree and nectars ...

Created 30 Jan 11:53 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Will not implement
1 Vote

Change Paypal importer Accounts and Codes 'Payments Made' so it links to PO supplier profile

I can only assign purchases made on the importer (in general setting under heading PAYMENTS MADE) to one nominal code only. Can the purchases not be linked to the supplier's account profile and look up that supplier's default purchase code instead...

Created 30 Jan 11:00 by Guest

IRIS KashFlow / Purchases

0 Acknowledged
1 Vote

ability to store "vehicles" (or whatever subject the user deems relevant) against invoices and/or customers

I am an auto-electrician and as well as having customers, they have vehicles and may have more than one. It would be good to have the ability to have another tab "invoices", "customers", "vehicles" where I can store information on vehicles and lin...

Created 27 Jan 22:22 by Guest

IRIS KashFlow / Uncategorised

1 Will not implement