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Sales Reporting

Hi, We need to see at the end of an accounting period what Sales/Purchase Invoices are at what rates of VAT? At the moment there is no such report and im finding it very difficult to produce /reconcile my accounts without such basic information. G...

Guest over 7 years ago in IRIS KashFlow / Reports 0

2 VOTE

Reinstate ability to change client's password

We are no longer able to change a client's password but can still access the client's records when the client themselves are locked out. We need the ability to unlock a client and change their passwords if they are locked out as we are our client'...

Elaine Milne about 5 years ago in IRIS KashFlow Connect 0 New

1 VOTE

Multi currency reports

Kashflow needs to have the facility to issue multi currency reports, showing the original currency, and the translated currency in the same report.

Guest over 2 years ago in IRIS KashFlow / Reports 0 New

3 VOTE

Monitoring payment times for all customers in single report.

It would allow succinct means of identifying 'Average time to pay' for all customers. Sales people would be able to have this to hand when discussing new business and also provides improved management information.

Guest over 7 years ago in IRIS KashFlow / Reports 2 Acknowledged

3 VOTE

You should be able to set a a default choice for how lists are ordered in Quotes and Sales.

For myself it would be great to open sales, for example, and have the list be in date order rather than invoice number order. My invoice numbers start with client specific numbers and end with a chronological identifier, This means that I currentl...

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

1 VOTE

Show extra reference field on Purchase Invoice once saved

In settings there is an option to add an extra reference field into the purchase invoice, however once saved this reference number doesn't show on the page making it effectively useless. The point of the new reference field should be to add extra ...

Guest over 2 years ago in IRIS KashFlow / Purchases 0 New

1 VOTE

BCC Field Increased

for a company with more than a handful of employees, the option for multiple email addresses

Guest over 2 years ago in IRIS KashFlow / Other 0 New

1 VOTE

Set global PDF Invoice theme for all customers

I just discovered that if we wish to change the PDF theme we are using for invoicing we have to change the setting in every customer record one at a time! This is crazy! This could require thousands of mouse-clicks to implement. The default should...

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

3 VOTE

When I open a purchase receipt, I cannot see the purchase codes unless I am editing it. I would like to see the purchase codes without having to do this.

No description provided

Guest over 7 years ago in IRIS KashFlow / Purchases 1 Acknowledged

3 VOTE

Profit and loss and balance sheet reports to show last years figures also

No description provided

Emma Ransom over 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

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