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 almost 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

1 VOTE

Online Payment Links on Invoice. When creating an invoice for a customer I'd like a button to toggle on/off the online payment link attached to the invoice. This is because I sell some high priced items that I don't want paid for through an online card payment system as the fees are astronomical. But on lower priced items I don't mind. Currently I have to go through multiple steps to disable the online payment option, to then create and send the invoice, before having to go through all the steps to re enable it. .

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Andy Harrold over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

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

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 almost 7 years ago in IRIS KashFlow / Suppliers 0 Acknowledged

2 VOTE

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 almost 7 years ago in IRIS KashFlow / Other 0 Acknowledged

2 VOTE

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 almost 7 years ago in IRIS KashFlow 1 Already exists

2 VOTE

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 almost 7 years ago in IRIS KashFlow / Customers 0

2 VOTE

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

1 VOTE

auto emails must show the company name

I have 20 clients on kashflow and occasionaly I get an auto email that alerts me to something and it tells me to log in to kashflow.......but it does NOT tell me which company to log in to. Then I have to seach every company to try and find out wh...

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

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