IRIS KashFlow

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Add customer selection to the Invoices screen

On the Invoices screen allow selection of a invoices for a specific customer. When raising invoices I often need to refer to earlier invoices from the customer to check prices , what invoice relates to etc to insure that the latest invoice is corr...

Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Fix screen display of Invoice List and Purchase list on Laptops

We use Dell 15" laptops to access KashFlow. running windows 10. The screen settings are Resolution : 1920x1080 ( recomended ) change the size of text apps and other items : 125% ( recommended) However we "loose" the top transaction line on the i...

Guest over 5 years ago in IRIS KashFlow / Other 0 Acknowledged

1 VOTE

Add Shortcut link to Apps on nav Bar (Paypal as bank feeds dont work)

Please add the ability to have the paypal App on the Nav Bar or Under Bank section , so you can update the feeds without having to navigate roudn the site. And assigning Payments for Paypal you have to use a differnt menu (bank) to view and assign...

Guest over 5 years ago in IRIS KashFlow / Bank 0 Acknowledged

1 VOTE

Allow previous customers access to their accounts Read-only option

No description provided

Guest over 5 years ago in IRIS KashFlow 0 Acknowledged

1 VOTE

View/Sort purchases into categories

On the purchases page, it would be useful to be able to 'sort' this page by expense categories, If for example, I wanted to see the purchases I'd made that related to 'motor expenses' or 'stationary' or 'subcontracters' - the only way to do this i...

Guest over 5 years ago in IRIS KashFlow / Purchases 0 Acknowledged

1 VOTE

Print delivery address label

Print delivery address label from stored info in a customers profile. Should be possible to change font size to suit postage label or pallet label

Guest over 5 years ago in IRIS KashFlow / Customers 1 Acknowledged

1 VOTE

Would like the sales agent code included on the activity report.

It would save a persons time having to go into every transaction to find out the code for our monthly sales report.

Guest over 5 years ago in IRIS KashFlow / Reports 0 Acknowledged

1 VOTE

Ability to attach Scanned Invoices to purchaces

Guest over 5 years ago in IRIS KashFlow / Purchases 0 Acknowledged

1 VOTE

To be able to attach a Terms & Conditions document (as a pdf) to quotes

It gives customers all the information they need in one email

Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Read only access if you move onto new software

If the company grows and choose to move onto different software read only access to the kashflow account would be incredibly useful for the year end accounts and if any questions crop up in the future.

Guest over 5 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

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