IRIS KashFlow

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Add multiple items to invoice

Would be helpful to have a way to add multiple lines of items when creating an invoice.We usually have between 40 to 70 items to add to an invoice. And clicking 70 times the "add line item" is time consuming.An additional button that can add 10 it...

Salem de Bezenac over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

2 VOTE

Being able to print off an unreconciled bank transactions report at the end of each month.

No description provided

Guest over 6 years ago in IRIS KashFlow / Bank 2 Already exists

1 VOTE

ability to export a list of Customers by status ie ARCHIVED or UNARCHIVED

At present there is only the ability to generate a report of All customers or customers who have been invoiced between specific dates. There is already functionality to actually ARCHIVE customers in the Customer section of the system, but there is...

Jo Triner over 3 years ago in IRIS KashFlow / Customers 0 New

2 VOTE

Reports For Quotes Facility

We use quotes but do not for operational reasons convert quotes to invoices via Kashflow. It would be helpful if reports could be produced from Quotes showing all quotes that have not yet been invoiced and indeed all quotes in a certain category i...

Guest over 6 years ago in IRIS KashFlow / Reports 1 Future Consideration

1 VOTE

Correct application of payments on account and vat

VAT on payments on account from a customer are logged on a VAT return when received, as they should be when cash accounting for VAT. When they are then matched in the future to the sales invoice, if it is not the exact amount, it may create an ove...

Guest over 3 years ago in IRIS KashFlow / Customers 0 New

2 VOTE

Monthly Sales Reports of multiple sales codes including sub codes

As a brewery, we have to report every drop of beer that we sell and in what package it is sold. So when we brew a beer, a new sales code is created and then 3 sub codes for cask, keg and bottle versions of that beer. When I run a monthly sales rep...

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

2 VOTE

Add "if any" or "if all" option for Matching Rules

When creating rules, you can only have one text item. So for each supermarket, i have to create a new rule. One for Asda, Sainsburys, Tesco etc. In the "search for" field, it would be good to have an option for "any of these" and be able to list...

Gavin over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

2 VOTE

As sage the ability to copy information from the field above when posting items on invoices

When posting seperate lines/items on invoices the ability to copy information from the field above ie if VAT code/description/rate is the same as the previous VAT code/description/rate. Sage as this ability by pressing F6.

Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Have an app like Zapier which allows integration of eBay purchases into Kashflow purchases

Rather than having to manually input eBay purchases, it would be useful if Zapier, or a similar app could sync eBay purchases to Kashflow purchases. I think I recall the PayPal app did / does this?

Guest over 3 years ago in IRIS KashFlow / Purchases 0 New

2 VOTE

Make the Remittance advice print out exactly as is shown on screen

When I print or email a remittance advice it changes the document. In big bold letters the words Purchase Order are printed on it but a purchase order is a totally different document in our line of business. The remittance advice is proof to the s...

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

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