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When Printing Show the Project Number on Purchase Orders

We use project numbers on everything we do including; quotes, invoices, purchase orders etc. There should be a field when printing Purchase Orders that shows the project number.
Guest almost 4 years ago in IRIS KashFlow / Projects 0 New

ON KASHFLOW CAN I PULL UP A REPORT FOR INDIVIDUAL SUB CONTRACTOR FOR CIS FOR FINANCIAL YEAR SO I CAN SEND THEM A TAX CERTIFICATE

No description provided
Guest almost 4 years ago in IRIS KashFlow / Suppliers 0 New

Call credit note what they are

When i email a credit note it should say CREDIT NOTE no... Not invoice no.. A few cusomers have complained about this
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

PDF Themes

Enable longer than A4 length pdf theme (or two A4 pages) to accommodate longer items descriptions in Invoices & POs.
Guest almost 8 years ago in IRIS KashFlow / Purchases 1 Already exists

In the Transactions page in customer section, add the option to view 'lifetime' activity

Can you add the option in the customer transaction activity section to have a 'Lifetime' option in the drop down menu when your selecting the time period to view as it's time wasting to have to add the start and finish dates when I just want to se...
Guest almost 8 years ago in IRIS KashFlow / Customers 0

Associate an Invoice with a Contact

Great - we can now have multiple Contacts for a Customer Now can we associate an Invoice (and Quote) with a particular Customer Contact - this would mean the Invoice is marked in some way as being associated with that Contact, emails to the Cust...
Charles Hewitt almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Trade Shift Integration

Please bring back the Tradeshift integration https://tradeshift.com
Charles Hewitt almost 8 years ago in IRIS KashFlow / Partner Apps 1 Acknowledged

Add a check box next to email address for customers who have opted in to receive marketing emails

I diligently add all email addresses to my customer records. Obviously essential for communicating about invoices due etcc. Occasionally, I want to send offers to my list. I ask my customers in advance if they're happy to receive but have no way t...
Katrina Boydon almost 8 years ago in IRIS KashFlow / Customers 0 Acknowledged

Import JPEG pictures of bank statements (Eg a general photo of a paper bank statement with our client's carpet in the background) into KASHFLOW from SNAP

I would like to be able to import JPEG pictures of bank statements (Eg a general photo of a paper bank statement with our client's carpet in the background) into KASHFLOW from SNAP? The objective is to capture the data on the bank statement and im...
Guest almost 4 years ago in IRIS KashFlow / Bank 0 New

Allow Customer List (and Supplier List) to be Sorted by Date Added

I sometimes add several customers in one day and then go back the follow day to create a quote. I can't always remember the names and it is frustrating trying to find them again. Could be solved easily by having a Date Added column and allowing so...
Katrina Boydon almost 8 years ago in IRIS KashFlow / Customers 0 Acknowledged