IRIS KashFlow

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An easier way to mark invoices as paid in bulk

I run a dance school so will be sending out lots of small value invoices each month. Currently around 150 but hopefully that figure will be growing. Rather than going into each invoice individually it would be much easier to tick them all on the l...

Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Already exists

1 VOTE

improved user access

Restrict class of user to customer files, raise invoices, quotes BUT no ability to make payments, raise credit notes, journals, or anything else. It's purely a sales function.

Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 2 Already exists

1 VOTE

A shortcut key to bypass some selections.

When I am doing monthly statements, I have to select a customer, choose statement, select the settings (eg no date range, don't show paid invoices, don't show starting balance) and then I send the statement as an email. For the next customer, I ha...

Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Already exists

1 VOTE

Return ability to step through invoices

Back in the day it was possible to step through invoices by customer, can this ability be returned?

Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 2 Already exists

1 VOTE

The default purchase code doesn't load when creating a new purchase in the 'Import Bank Transactions' page

Each supplier in KashFlow has a 'Default Purchase Code' you can apply in the Supplier Record page. After linking my bank account to import the transactions directly into KashFlow, I have noticed that when I need to create a new purchase for a tran...

Guest almost 7 years ago in IRIS KashFlow / Purchases 1 Already exists

1 VOTE

Ability to total cash paid and cheque paid customers individually at the end of a period to transfer into current account

I have customers that pay by cash or cheques and have listed these invoices in a 'undeposited bank' account. At the end of the week I need a total sum of cash and a total sum of cheques to be able to transfer the moneys into my current account. It...

Guest about 7 years ago in IRIS KashFlow / Bank 1 Already exists

1 VOTE

Allowing you to select specific invoices at once and send them

Customers often request for specific invoices and the only way to do this is email them all individually which is annoying.

Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Already exists

1 VOTE

Allocate purchase items to a project

Sorry, this idea was posted in error. The system already supports the allocation of purchase items to a project.

Guest about 7 years ago in IRIS KashFlow / Projects 0 Already exists

1 VOTE

Enter SKU For Product Lookup In Pro-Forma Invoices

Previously, I could input an SKU into the 'Product' field of an added Line Item and either the product or variants thereof would appear in a dropdown list. This function has now disappeared and it frankly takes much more time to build an invoice.

Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Already exists

1 VOTE

In the profit/loss report please show costs as a percentage of turnover as you used to do.

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Guest over 7 years ago in IRIS KashFlow / Reports 2 Already exists

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