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1 Vote

Delivery dates on Estimates (quotes)

As a service provider, I need to send an estimate for the cost of work and either the customer defines the delivery date or I tell them when I can provide it. Even if I change it in the form, the PDF that is sent to the customer has the default pe...

Created 27 Oct 06:32pm by L Smith

IRIS KashFlow / Invoicing & Quotes

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1 Vote

Change column widths for invoices / purchases/ estimates (quotes)

There is a lovely wide column for the customer name in my list of estimates (quotes). This is usually only one or two words and is sortable anyway. However, the description is limited to a few characters, but this is where I have the information I...

Created 27 Oct 06:26pm by L Smith

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Show invoice/purchase values both with and without VAT

In the list of invoices / purchases, the default is the total including VAT. Apparently I can change that to excluding VAT. I'd like to be able to have both. Can't imagine that others wouldn't also find this useful as an option

Created 27 Oct 06:23pm by L Smith

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Report showing Estimates (quotes) by category

When creating estimates, I can categorise them as I choose. However, I would also like to generate a report that shows estimates as I have categorised them. In my case this would be: new project estimate / agreed or in progress / completed pending...

Created 27 Oct 06:21pm by L Smith

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Customer order number

Can I set up a message on a customer, saying that we need an order number before an invoice can be processed?

Created 26 Oct 10:12pm by Damian McCann

IRIS KashFlow / Customers

0 New
1 Vote

Customer profile page

When looking at a Customer’s profile summary page, can a column be shown for a description of the invoice?

Created 26 Oct 10:09pm by Damian McCann

IRIS KashFlow / Customers

0 New
1 Vote

Transaction Filter

In the transaction view (on any account) should be able to filter each of the headers... Date | Code | Comment | Business Unit | In | Out We have a vast number of transactions... a simple filter would make life so much easier and quicker.

Created 25 Oct 09:47am by George Ross

IRIS KashFlow / Bank

0 New
1 Vote

Export Payments

Require ability to export (.csv); Customer Code, Payment Date, Payment Value as a report.If I can filter this by nominal code even better. Essentially the ability to export customer payments so I can reconcile them in a separate system.

Created 16 Oct 06:18am by George Ross

IRIS KashFlow / Payments

3 New
1 Vote

Hi, Just an observation - it would be really helpful if the supplier batch payment total would come in the search facility. Currently you have to go to the supplier, search the statement and then go into an individual and click edit to find the amount when doing a bank reconciliation. Unless there is an easier way?

This would be quicker to reconcile your vat quarterly accounts

Created 14 Oct 04:26pm by Guest

IRIS KashFlow / Other

0 New
1 Vote

Incorporate an up/down arrow when scrolling in the client's bank account

Is there anyway you can incorporate an up/down arrow when scrolling up and down in the client's bank account? It is difficult to be precise at times, especially when there are loads of transactions.

Created 14 Oct 10:44am by L Barker

IRIS KashFlow / Bank

0 New