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Can you put the date of when the invoice was paid on the invoice?

When you print the invoice off, it has a big red PAID but no date so i keep having to log back into the system to manually write the dates they were paid down.
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 2

CIS Split

It would be very helpful (for customers in particular) to have a summary at the bottom of an invoice of the total labour costs and total material costs within that invoice. Although Kashflow does calculate the CIS, when an invoice is considerably ...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Lock out banks

We use multiple banks in Kashflow and need to hide some of them from some of the staff.
Gary BATTEN over 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

Multiple Budgets On Projects

We have a projects that use 3 or more pots of budget for billing and expenses. Please could there be a solution to integrate split budgets in to the projects. This would help immensely as currently we use several spreadsheets to do this job.
Jonny Shire over 7 years ago in IRIS KashFlow / Projects 0 Acknowledged

Add multiple items to invoice

Would be helpful to have a way to add multiple lines of items when creating an invoice.We usually have between 40 to 70 items to add to an invoice. And clicking 70 times the "add line item" is time consuming.An additional button that can add 10 it...
Salem de Bezenac over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Being able to print off an unreconciled bank transactions report at the end of each month.

No description provided
Guest over 7 years ago in IRIS KashFlow / Bank 2 Already exists

Reports For Quotes Facility

We use quotes but do not for operational reasons convert quotes to invoices via Kashflow. It would be helpful if reports could be produced from Quotes showing all quotes that have not yet been invoiced and indeed all quotes in a certain category i...
Guest over 7 years ago in IRIS KashFlow / Reports 1 Future Consideration

Monthly Sales Reports of multiple sales codes including sub codes

As a brewery, we have to report every drop of beer that we sell and in what package it is sold. So when we brew a beer, a new sales code is created and then 3 sub codes for cask, keg and bottle versions of that beer. When I run a monthly sales rep...
Guest over 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Turnover Reports for period shown by month

Would like Income by Customer (and expenditure by Supplier) report to be able to show values by month ie. if you select a period of 1/4/21 - 31/3/22 that it would show as below:- Customer Name Apr21 May21 Jun21 Jul21 Aug21 Sep21 Oct21 Nov21 Dec21 ...
Guest over 3 years ago in IRIS KashFlow / Customers 0 New

Add "if any" or "if all" option for Matching Rules

When creating rules, you can only have one text item. So for each supermarket, i have to create a new rule. One for Asda, Sainsburys, Tesco etc. In the "search for" field, it would be good to have an option for "any of these" and be able to list...
Gavin over 7 years ago in IRIS KashFlow / Bank 0 Acknowledged