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IRIS KashFlow

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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

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

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

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

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

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

Emails sent list

Need to see a list, in the Kashflow system, of emails containing the invoices and/or reminders that have been sent via Kashflow.
Guest over 6 years ago in IRIS KashFlow / Other 0 Acknowledged

supplier expenditure report

It would be good to have a supplier expenditure report, breaking down the products/services purchased from a particular supplier.
Anju Smeeton over 6 years ago in IRIS KashFlow 1 Already exists

Maps re-introduced to customer profile

During a recent update the maps function was for some reason removed from the customer profile page, I used this function on a daily basis to get a rough idea of my customers location, which helped me to plan delivery routes, it was really helpful...
Guest over 6 years ago in IRIS KashFlow / Customers 0

Transaction Searching

Under Suppliers / Customers you can set custom search fields for the transactions to view, This area could be improved even more to make it 'Super Helpful!' by adding a simple number showing the total number of transactions returned in the filter....
Ben over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0