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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 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

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

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Guest over 7 years ago in IRIS KashFlow / Bank 2 Already exists

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 7 years ago in IRIS KashFlow / Reports 1 Future Consideration

Turnover Reports for period shown by month

Would like Income by Customer (and expenditure by Supplier) report to be able to show values by month ie. if you select a period of 1/4/21 - 31/3/22 that it would show as below:- Customer Name Apr21 May21 Jun21 Jul21 Aug21 Sep21 Oct21 Nov21 Dec21 ...
Guest over 3 years ago in IRIS KashFlow / Customers 0 New

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 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

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 7 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 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

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 7 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 7 years ago in IRIS KashFlow / Other 0 Acknowledged

Credits should show discount

If a credit is applied to an account, then saved for use later against a debit entry, any applicable discount is not shown which means one has to remove the credit which brings back the discount and then re-enter the credit which is a pretty poor ...
Jon Izbel almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New