IRIS KashFlow

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Default wording in "Customer box" when creating quotes

Is it possible to change the software to enable the new quote screen to always default to “Quotation” in the customer box? Or it is possible for a software engineer to change? Many thanks, Jamie

Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

2 VOTE

EC Sales - Box 8 & E C Sales List Inclusion

I refer to my support ticket 433877, it would appear that Kashflow does not deal with EC Sales particularly well & you have to have a separate sales nominal for EC Sales - VAT registered client so the invoice is included in Box 8 plus an EC Sa...

Guest almost 5 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

2 VOTE

Customise the Kashflow / Stripe Payment Page.

The KashFlow / Stripe payment integration is a great way of providing online payments but needs to be customisable to reflect the company brand and promote confidence that the payment is being paid to the the right organisation.

Guest almost 5 years ago in IRIS KashFlow / Payments 0 New

1 VOTE

Add custom customer fields to invoice etc

Custom fields added to customer details should be selectable for display on invoices and quotes with choice of position. Customers often require information in addition to PO number such as Vendor number or other identifier for the person sending ...

Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

2 VOTE

change the sort order of products in the drop-down

It would be really useful when creating an invoice if the order of the products could be changed to make scrolling down the list for them easier. I know you can use the search box but it would be very helpful for them to be in sorted alphanumerica...

Guest almost 5 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

3 VOTE

A report showing average time to pay by Customer as it given in the Invoices, Stats screen.

It is something that is already calculated at Customer level so I'd like a report for all customers showing this.

Guest about 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

3 VOTE

Report dates

When running a report and selecting the 'year' as the dates, the dates shown do not agree to the accounting period for the client it simply uses a default 31 December year end date. It would be useful if it linked to the accounting year end date a...

Guest about 7 years ago in IRIS KashFlow / Reports 1 Acknowledged

3 VOTE

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 about 7 years ago in IRIS KashFlow / Other 1 Acknowledged

1 VOTE

Attach expense invoices to projects

I want to track the actual costs of delivering a project

Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

2 VOTE

When importing a journal from csv file the ability to add a project number

As you are already able to input a project number when inputting a journal manually it makes sense to able to also do this when importing a journal from a CSV file. Currently you have to import the journal and then manually edit each line to alloc...

Guest almost 5 years ago in IRIS KashFlow / Projects 0 New

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