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IRIS KashFlow

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Add Project to Activity Report

It would be useful to see in the activity report which project an item was assigned to.
Guest about 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Report showing transaction for customers and specfic products by sales volume/value of order.

This would be helpful for targeting regular customers with offers for specific products who order in larger quantities
Guest about 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Fix Statement Printing BUGS

When I print a customer statement which needs more than a single page the last table row on the first page has no bottom border. There is no margin at the top of the 2nd page. The only way to fix this is to specify a top margin for the pdf theme ...
Paul Jansen about 6 years ago in IRIS KashFlow / Other 2 Acknowledged

Transaction report that includes project numbers

So I can ensure all transactions are allocated to a project
Guest about 6 years ago in IRIS KashFlow / Projects 0 Acknowledged

Remove report option for basic level user

We have set up a new user at basic level but need to remove reports option. This allows for staff member to see reports which shows salaries, profit & loss and expenditure etc. Can this be done?
Julie Aitken about 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Show me around - relocate or option to remove

Hello, Please can the 'Show me around' tab in the middle RH side of the screen either be relocated or have the option to remove completely. It's in the way sometimes, and some of our clients find it distracting. Many thanks
Heulwen Thomas about 6 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Enable support for CapitalOnTap.com in Bank Feeds

Enable support for CapitalOnTap.com credit card transactions in Bank Feeds
Guest about 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

supply to customer but invoice to another address or person on sales invoice

I have an estate agent who needs to be a supply to customer on the invoice and invoice to separate company ie landlord or company Should be useful to be able to link customer database to allow different customers Needs to show on invoice suppl...
Guest about 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

1) Implement date and time filtering 2) Add date and time filters to as many endpoints as possible

Because any integration will be based on date and time. Realistically, if a customer exports customers from KashFlow to another system automatically every 30 minutes, they aren't going to want to continuously send the same customer information eac...
Guest about 6 years ago in IRIS KashFlow / Partner Apps 0 Acknowledged

Create a Delivery Note which can be converted to an Invoice

To create a Delivery Note without pricing when sending orders out, prior to issuing an invoice. The system could then allow the Delivery Note to be converted to an Invoice with relevant prices quoted.
Guest about 6 years ago in IRIS KashFlow / Customers 2 Acknowledged