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IRIS KashFlow

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Reports

As a minimum should be able to sort the Aged Debtors Report by Customer Name, as the "Code" may not be Alphabetical thus is list is completely random when viewing it. Further improvement would be to allow sorting of all the columns, so that you ca...
George Ross almost 3 years ago in IRIS KashFlow / Reports 0 New

Locked Transactions

I am receiving purchase order numbers from customers after the invoices have been generated. The new lock function is not permitting me to add the PO's on invoices which have been filed on a VAT return. The sum will not be altered just the order n...
Grant Spencer almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Industry sector

The Industry sector option are too broad and not very relevant for some businesses - need to add more options or at least have 'Other'. Some client's don't want to select an option as it doesn't really make sense for their business.
Heulwen Thomas almost 6 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Additional template for estimate

Currently we only have 2 templates 1 for quote and 1 for invoice, we currently need to change the quote template to estimate template to send to our customers, this is time consuming for a business. Can we have the option to make more templates.
Guest almost 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

I have a Client who has requested a project report that can be downloaded into a spreadsheet to show all invoices assigned to a certain project. At present the only way to get these details is to go into every supplier individually.

No description provided
Guest about 6 years ago in IRIS KashFlow / Projects 1 Acknowledged

Having a date invoice paid column to both purchase and invoice overview pages

Hi is there a way of seeing at a glance when both sales and purchase invoices have been paid? ie a column in addition to 'date' and 'due date'. i'm doing my end of year accounts and it would be really helpful when I come to doing the 'who owes us ...
Guest about 6 years ago in IRIS KashFlow / Payments 0 Acknowledged

Adding a new PDF theme

Re: https://www.kashflow.com/support/kb/pdf-themes/ When adding a new theme (+ add new theme) and selecting a template (classic or clean), the new theme created doesn't have the same options as the template. For example in the “basics” tab, the t...
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Sub Customer Accounts

Have a main customer set up and be able to add sub-customers under the main customer, so that customers that are part of a group but make one payment, all the invoices that relate to this group can we seen together.
Guest about 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Anna Money bank feed

Anna Money (https://anna.money/) is missing as a bank feed, this would be very helpful for customers who use Anna as their bank.
Guest about 3 years ago in IRIS KashFlow / Bank 0 New

Part numbers

We as a business recognise our products by their part number, so by having a field to put the part number before the description would be very helpful. We do not want to put the part number in with the description as they are different things. Mos...
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged