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Purchase Order Numbers

We have a requirement to manage purchase orders within our business. We receive purchase orders from our customer that I would like to be able to record within Kashflow and then draw down against allocating invoices against the customer purchase o...
Guest about 6 years ago in IRIS KashFlow / Other 0 Acknowledged

Need to import Data from latest versions of Sage

One of the really useful aspects of Kashflow is the ability to import full date from Sage but at present the last version of Sage supported is 2016 I need to import from v24 (2018) but have been advised by Support that this is being worked on and ...
Guest over 6 years ago in IRIS KashFlow / Other 2 Acknowledged

Show invoice balances when using the search function

At the moment, when the search function is used it comes up with a list of invoices, the date and the customer. If you want to see if the balance has been paid you have to click on each invoice individually. It would be really helpful if this info...
Guest over 6 years ago in IRIS KashFlow / Other 0 Acknowledged

Budget

I would like to create a monthly budget in Kashflow to compare to the actuals. ie. Bud. Act. Var. Budgeting is fundamental to any business and should be really easy to implement into the software.
Guest almost 7 years ago in IRIS KashFlow / Other 0 Acknowledged

Add a cost price option for products

I buy products from a factory at cost price, sell to retailers at wholesale price and direct to consumers at a retail price. Therefore I need 3 prices for each product. I'm sure loads of other product based businesses are also in the same boat.
Guest almost 7 years ago in IRIS KashFlow / Other 1 Acknowledged

Make all the search functions search in the same way

Depending on the search box you use, there are different rules which govern each. For example in some you may input the second part of a customers name (eg Smith) but the search box needs the beginning of the name (which you may not recall off han...
Rob Smith almost 7 years ago in IRIS KashFlow / Other 0 Acknowledged

Accountants access to be able to amend data even when lock dates are set up

Once the lock date applies, it would be useful if the client was unable to enter data or amend data before the lock date but the accountant can access and amend data, submit journals even when the lock date stops clients from doing so. I have foun...
Emma Ransom over 7 years ago in IRIS KashFlow / Other 0 Acknowledged

Sub Categories for Products

It would be good to have extra sub categories for each product. At the moment you can select the stock level and auto-enter details but nothing allows you to add products into categories. We are a company that produce many products within each sal...
Guest almost 8 years ago in IRIS KashFlow / Other 0 Acknowledged

Fix EC Sales List submission for services

If you only sell services, then Kashflow says that an 'ECSL is not required' on the VAT page. This is incorrect, as an ECSL is required for goods and services. Kashflow seems to submit an ECSL (containing sales of both goods and services) if the v...
Paul Smith about 5 years ago in IRIS KashFlow / Other 0 Acknowledged

I have more than one account with Kashflow and am always moving from one to another. Would it be possible to have different colour texts or something different so that I know immediatley what account I am on. At present you can only tell by the side bar. I do go merrily along entering data into the wrong account at times which is more than annoying!

Would benefit multiple users
Guest almost 8 years ago in IRIS KashFlow / Other 0 Acknowledged