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2 Vote

Add a possibiliy to list (extract) only the credit notes issued in the certain period of time.

I was asked for all credit notes in 2022 and 2023 during an audit and it took me ages to extract them from KF activity. I was suggested by your customer service to use the list of invoices and filter by value, but in this case I could't chose a pe...

Created 14 Jun 08:53am by Guest

IRIS KashFlow / Reports

0 New
1 Vote

PO Box and Customer Account number box on invoices/acknowledgements

Following the updates on the acknowledgements and invoice screens, previously we could enter PO number and then enter customer name and it would save the details Now although the PO box is above the Customer name if you enter the PO first when you...

Created 31 Aug 03:57pm by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Allow manager accounts to see 12 month sales growth chart on dashboard

Only standard accounts can access the 12-month sales growth chart on their dashboards and manager accounts cannot. I would be beneficial for manager accounts to also have this so we can see the currently monthly sales growth to check for errors etc.

Created 29 Aug 01:58pm by Guest

IRIS KashFlow / Reports

0 New
2 Vote

Recurring Invoice Report

There is no report to export all recurring invoices to see what you are invoicing each customer.

Created 30 May 08:37am by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Download invoices by paid date

When doing a VAT return it would be very easy if i could select 2 dates and have it download all invoices (as pdfs or one spreadsheet format) that have been marked as paid within those dates.

Created 26 Aug 11:25am by Guest

IRIS KashFlow / Reports

0 New
1 Vote

Have a one off login for different companies

I'm trying to claim lost of earnings and the solicitor are not believing me. So it would be a good idea to let them see what i have invoice clients for that period.

Created 24 Aug 11:12am by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
2 Vote

Ability to add Hyperlinks to Quotes when emailing

This was a function available in the old system. It is still available when emailing invoices as they are still in the old system. It was critical to our business as we insert links to products which are in the quotes. You can now only insert a 'p...

Created 27 Apr 07:31am by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Allow reports for individual bank accounts

I have three bank accounts and would like to be able to produce reports for each account as each account is for a seperate business but are still related.

Created 11 Aug 08:53am by Guest

IRIS KashFlow / Reports

0 New
2 Vote

Looking for a list of invoices issued in a specific date range (Repoprts / Sales / Invoice List, but find yourself limited by the 25 document limit?

Go to Reports / Business /Activity Report, enter your date range, tick Sales and All Items and Bingo!

Created 24 Apr 09:05am by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
3 Vote

Gross P&L

To run a gross profit and loss inclusive of VAT, if a company is hoping to fall under the VAT threshold, the current P&L is shows net of VAT requiring manual calculations however some sale items are exempt which can get complicated, & if t...

Created 3 Jan 03:01pm by Guest

IRIS KashFlow / Reports

0 New