IRIS KashFlow

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Quote templates - quote templates for different services so i dont have to write them out everytime or find one to copy

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Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 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 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

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. .

No description provided

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

2 VOTE

Re-instate the Product Code column in the P&L report drill down

When a P&L report produces "Unassigned" items and you click through to the report, you get a list of all items, not just the unassigned ones. You used to get a column in the report showing the product code as well which then makes it easy to i...

William Garton-Jones almost 7 years ago in IRIS KashFlow / Reports 1 Acknowledged

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