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IRIS KashFlow

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Ability to show a pre vat total for each line on invoices and quotes.

I would like Kashflow to show a pre vat total for each line on invoices and quotes. My customers may buy several thousand of one product, it's good to see the cost per item pre vat, but if they buy 3000, they also want to know the cost for 3000 pr...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

payment terms global update for existing customers

I cant believe you have to update payment terms for every existing customer individually if you want to change the terms from say 28 days to 14 days as I have decided to do. I hope we can have a global update facility for all existing customers soon?
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Able to lock all invoices changes (select a date in the future)!

Possibility to lock changes to saved invoices, which is a requirement in many European countries.
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Activity report to include individual line items on invoices

It would be really useful to have a report that includes all the data of the activity report but is broken down to each line item on the invoice. Once exported, the data can be manipulated to review spend on different products.
Guest over 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

dd produce codes to PDF documents

It would be really useful to be able to add either the produce code or name to the PDF documents so that suppliers and customers can be certain about the products as descriptions are open to interpretation.
Guest over 7 years ago in IRIS KashFlow / Purchases 0 Acknowledged

Pojects - Add a Margin % to the financial section

It would be great to see the margin % on the project financial screen as well as target and actuals
Guest over 7 years ago in IRIS KashFlow / Projects 0 Acknowledged

posting multiple expenses

In other bookkeeping systems I can go onto an expense and allocate it then it shows all other items with the same description and I can bulk post these and the VAT is the same is set on the first posting. I want to do multiple postings from the “o...
Guest over 7 years ago in IRIS KashFlow / Other / Purchases 0 Acknowledged

provide a tool for collecting payments on a per-statement basis

Provide a link for customers to pay the full amount owing from a statement instead of only having the pay online link on the individual invoices. It would be beneficial for accounts that have multiple overdue invoices, by providing more incentive ...
Guest over 7 years ago in IRIS KashFlow / Payments 0 Acknowledged

Colored filters / highlights that can be applied to bank statements according to criteria.

When reviewing bank statements in Kashflow it is sometimes irritating to have to select an entry and open up the more details section in order to see Vat percentage and amount. Having an optional filter would enable users to quickly highlight tran...
Guest over 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

Use delivery address automatically when you do a delivery note

This function is currently not possible but I think it makes perfect sense if you have saved the delivery dress (when you enter customer details on) and invoice can go to the usual address and when you click on delivery note or packing slip it cou...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged