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be able to add pdf to quotes or invoices

i want tot be able to add pdf to a quote which has a lot of information but no facility to do this
Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

We wish to match several transactions to one nominal code so we don't have to match many transactions individually?

In the matching (Import) screen, we wish to match several transactions to one nominal code so we don't have to match many transactions individually?
Guest about 5 years ago in IRIS KashFlow / Bank 0 Acknowledged

Improved client and supplier search when entering invoices/purchases

Currently, when entering invoices, the 'customer' field allows you to start entering the customer name.... and as you do, it presents the customer names meeting what you have entered. The problem with the current search is it is not able to find c...
Peter over 7 years ago in IRIS KashFlow / Customers 2 Already exists

Get rid of "Due Dates" (especially on purchases)

None of my clients use nor pay any attention to Due Dates, either for customers or suppliers. Completing the Due Date box is therefore an unnecessary additional step in entering invoices, especially as it usually populates it with some random date...
Stephen Barker over 7 years ago in IRIS KashFlow / Purchases 2 Acknowledged

All reports to be PDF

When printing off the ban unreconciled report through reports, it doesn't print off all the pages. It just prints what you see on the screen. You shouldn't have to spend time print screening what you see to Word and printing, all reports should be...
Guest about 5 years ago in IRIS KashFlow / Reports 0 Acknowledged

More reporting options

In the old IRIS GP Payroll I could print reports for attachment of earnings, this option is not available in Kashflow and it's difficult to keep track of payments by only being able to look back at payslips.
Wendy Page about 5 years ago in KashFlow Payroll 1 Acknowledged

have emploers NI on the payroll crosstab sheet

add a column for employers NI contributions on the crosstab - my staff are aligned with cost centres that I need to journal all their costs to. The total employers NI is available on the P32 but not split down by employee. To get the cost centres ...
Guest about 5 years ago in KashFlow Payroll 1 Acknowledged

Option to exclude archived accounts in the dashboard

When an account has been reconciled with zero balance and the account closed, I can archive it in Kashflow. I really don't need to see those accounts and zero balances in the dashboard.
Lindsay Smith over 2 years ago in IRIS KashFlow / Dashboard 0 New

comment line in invoices and quotes

If I create an invoice, I can add an ‘item line’ which is pre-filled with product sales code i.e. 4001 then a product within this code. However if I wish to insert a comment I have to type out each time or cut and paste from elsewhere. There doe...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 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