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IRIS KashFlow

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Custom reports

We need more flexibility to drill down into data easily and quickly from within the application. My accountant needs more flexibility in reporting within the nominal ledger but this isn’t possible. Whilst it’s possible to add an extra field to cus...
Guest about 5 years ago in IRIS KashFlow / Reports 0 New

Access non-VAT items paid through the bank.

We operate, in effect, a cash accounting VAT system in that all transactions are only recorded in the bank accounts. It would be helpful to be able to access these transactions and thus avoid potential errors occurring where VAT has inadvertently ...
Guest about 5 years ago in IRIS KashFlow / Reports 0 New

Email SENT box

Please could you add an Out or Sent box for invoices sent by email. Rather than just the Log that tells me it has been sent. It would be extremely helpful to look back at the email as I often add prices and additional info on the email itself, but...
Steff Davies over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

auto create purchase invoices and upload PDF

Hi Support, It would be great if you provided a service where you provide that we could set up an email address to get our suppliers to send they invoices to for example invoices@example.co.uk and kashflow would automatically create a purchase in...
Guest over 7 years ago in IRIS KashFlow / Partner Apps 0 Acknowledged

Global Invoicing Summary

When chasing clients for invoicing they are often coming back asking for breakdown at project level, not just client level. I see you have a Global Project Report which gives a fabulous summary of Income v Expenditure for our eyes only, but what I...
Guest about 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Export data - Download all invoices

We need a function to download all invoices. The only way to do it currently is to download customer by customer. We have 1500 customers and doing this would be immensely time consuming. We joined Kashflow when it first started and the big selling...
Guest over 7 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Goods Shipped Date

We also require an order shipped date. We may have orders placed over the weekend. These are then downloaded on Monday and are shipped on Tuesday. We require a Ship Date on the invoice so that the customer can see the time period for dispatch and ...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

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