IRIS KashFlow

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List of purchases relating to aged creditor report when you click on amount for a month

When i get a statement in from a supplier i check it against the aged creditor report. It would be great if i could then click on the amount due on that report and it would bring up a list of invoices it relates to. Then to be able to apply a batc...

Louise French over 7 years ago in IRIS KashFlow / Purchases 2 Already exists

1 VOTE

Add a way to mark invoices as 'not yet sent' or 'draft' (like the status function with Sales Orders).

This is because I like to get invoices prepared ready to send to clients but not send them out until the end of the month.

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

1 VOTE

To be able to print a list of quotes out

It would be useful to print a list of quotes out (say by date span) with minimal details, customer name, product amount etc so you can follow them up easier or give to your sales person to follow up.

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

1 VOTE

Profit and Loss Report

It would be a great idea in the profit and loss section to show a break down of each entry instead of clicking on each entry and printing everything separately.

Guest over 7 years ago in IRIS KashFlow / Reports 1 Already exists

1 VOTE

COL HEADER and COL CLASS for Project Name

Is there any way I could get a COL Class and Header for Project Name so that I can show it in line items on invoices and quotes in a custom template? Or is there a workaround for this please? Kind regards John Laker

John Laker over 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Already exists

1 VOTE

Allow Different Font In E-mail Sent By Kashflow

It would be useful to be able to change the font in e-mail sent by Kashflow. It presently uses Time New Roman, which makes it look very dated. It would be good to have the option to change it to a font with a more modern appearance, which would ti...

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

1 VOTE

Add frequently used buttons (add invoice, add purchase etc) along top bar so always available

Hi Would it be possible to add some frequently used buttons along the top line? For example create invoice, create purchase? I find it time consuming to go click back two steps after creating an item in order to create another.I realise that not e...

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

1 VOTE

Monthly income reports for Quotes

I would like to see a report available for Quotes before they get generated to invoices so my business can track monthly income on potential orders as alot of my orders dont get turned into invoices til much later on.It's important to keep track o...

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

1 VOTE

year end

I was wondering if there could be an area created to move all information from a previous year end and store it so it wasn't showing on the current dash boards, therefore when you look at your dashboard you can immediately see any incoming or out ...

Guest almost 8 years ago in IRIS KashFlow / Dashboard 1 Already exists

1 VOTE

Terms - Set terms to "end of this month" and/or "end of next month" instead of "x days".

Set a customers terms to "end of this month" and/or "end of next month" instead of "x days".

Guest almost 8 years ago in IRIS KashFlow / Customers 2 Already exists

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