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IRIS KashFlow

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Change of the layout for invoicing page

I would like to see if reminders have been sent out and the date that they have been sent on this page rather than having to go into each individual invoice.
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Invoice approval facility

Arranging for invoices to be approved by management is a messy and time consuming process that takes place before we are able to enter them on KF. A nice idea would be the ability to store 'unapproved' invoices on KF (perhaps even with ability to ...
Peter almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Customer List by Division/ Mailchimp integration

I wish to contact customers in a division of my company to alert them to changes taking place. Our customers are designated a division using the Default email template and/or PDF theme. Can these fields, and others in the customer options be inclu...
Guest almost 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

It would be useful to set the PDF theme on a per invoice basis, as well as an overall customer!

We have customers that need different templates - but only want one customer account. It is a pain having to keep swapping the default around!
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Icon in purchases and sales to show a receipt has been attached

When I look at my purchases for the month, it would be useful to able to easily see which ones I have receipts for and which ones I need to chase receipts and attach. At the moment I need to go into each record to check, or keep a manual list. An ...
Guest almost 6 years ago in IRIS KashFlow / Purchases 0 Acknowledged

More flexibility with the PM report eg. date range to be selectable

The global report is too broad, date ranges (at a minimum) would allow us to see profitability year upon year.
Guest almost 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Add a date paid column to purchase invoice overview page

It would be useful as you would be able to see at a glance which invoices have been paid rather than going into each one.
Guest almost 6 years ago in IRIS KashFlow / Purchases 0 Acknowledged

Versions of quotes

IT would be great if when amending quotes it was possible to create different versions, rather than fully overwriting the original. We have customers who want multiple quotes, with and without particular elements, and rather than create multiple q...
Corin almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Allow Self assessment to be turned off

System should be configurable to allow self assessment and mileage feature to be turned off. These feature are irrelevant for alot of companies.
Guest almost 6 years ago in IRIS KashFlow / Other 0 Acknowledged

Historical Stock Listing with valuation at cost.

To check the stock at the year end if it was not taken or was lost before the accounts were prepared
Guest almost 6 years ago in IRIS KashFlow / Reports 0 Acknowledged