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When i sent an invoice and the customer replies it dkesnt show me what invoice they are refering to. I may have sent 100 invoices that day. It would be easier when they replied if it could show the invoice number it refers to.

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Anonymous almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Extend SOAP API to support deleting products

We have a large number of products that we sell loaded into Kashflow, these are under 3 different sales codes to allow us to give different prices to trade, retail etc. The new products and existing product price changes are updated using a custom...
Paul Stewart about 6 years ago in IRIS KashFlow / Other 0 Acknowledged

nominal code allocation for certain keywords

When payments come in from an outside source such as Shopify, currently the code is set at 9998 (other) which causes me problems as I then have to recode everything. Could you possibly have certain descriptive keywords which auto-allocate the item...
CEO about 6 years ago in IRIS KashFlow / Reports 2 Acknowledged

Add the Nominal Ledger code/s on the Purchase Invoice Listing

By adding the Nominal Ledger code/s on the Purchase Invoice Listing, it will allow users to see the NL analysis when looking at any Purchase Invoice and also the Supplier level when reviewing the Transaction (Purchase) listing
Guest about 6 years ago in IRIS KashFlow 0 Acknowledged

add product code box to invoice I am sending to Supplier

When I enter the purchase on Kashflow the box for a product is there but when I send to the Supplier it is not. This code is how my supplier knows what I am ordering. Now I have to duplicate that in the description box for it to show?
Guest about 6 years ago in IRIS KashFlow / Purchases 0 Acknowledged

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