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IRIS KashFlow

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Vat on balance sheet shown as one figure

It appears that unless you run a vat report you cannot show the Vat liability as one figure on the balance sheet unless you journal the input, output and liability nominals into one. It shows input vat in current assets and output vat in current l...
Guest over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Journals list in journal posting section is in alphabetical, it would be much better if it was in numerical order.

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Guest over 6 years ago in IRIS KashFlow / Other 0 Acknowledged

Bring Back Option to Navigate Invoices Within Client Records, Opposed to Just Prev. and Next

Please bring back the option to use the arrows to navigate the previous/next invoices in the customer record, rather than looking at the prev/next invoice in the numbered sequence. This was invaluable when having to quickly scan previous invoices...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Ability to assign pdf themes to separate email templates

We have made some changes to the .pdf theme we'll use for sending invoices and quotes, such as presenting payment information more clearly, terms etc. However payment receipts emailed to customers also include the custom html, some of which is not...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Previous / Next Invoice or Receipt

We need a way to go to next and previous invoices. Sometimes I have to check a whole months invoice and you lose a lot of time (especially cause you cant open up an invoice in a new tab) going in, then coming back out and then going back to invoic...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Export/Report All Line Items from All Recurring Invoices

This would help with reporting and forecasting for renewable items and also cross checking with suppliers. Making sure that every supplier invoice is getting billed when sold onto a customer. Helps to avoid any missing recharged expenses.
Guest over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Default item List Number

We would really like to set a default for the number of items shown in a list. For example, in Invoice, default the view to 100 items. This would be especially practical when doing batch payments, we often have 20+ transactions from one supplier a...
Guest over 6 years ago in IRIS KashFlow / Purchases 0 Acknowledged

Orders/Invoices

When an order is converted to an invoice can you make the status change to invoiced please? at the moment when you convert from sales order to invoice the order still says order, this is causing a problem as we are finding we are double invoicin...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Reports should list transactions even if the total value is netted to zero

The Project P&L report does not list transactions when the total value is netted to zero. No report should NOT display anything if the total value netts to zero - you need to see the detail so you know it is correct.
Guest over 6 years ago in IRIS KashFlow / Projects 0 Acknowledged

It would be hugely useful and perhaps for an online solution serious about challenging Xero etc to be able to load a monthly budget so KF can reprort actual against budget on a monthly basis

Client reporting
Guest over 6 years ago in IRIS KashFlow / Reporting 0 Acknowledged