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The PO number to be referred to on a Purchase

I since 1st December started to use Purchase Orders to send to my suppliers, when I receive there Invoice I then convert to a purchase which is working fine. My problem which has now come to light when my supplier sent me a statement, on there sta...
Roger Miles about 3 years ago in IRIS KashFlow / Purchases 0 New

Drag & Drop documents to invoice & receipts.

It would be amazing if you could drag & drop multiple documents into each invoice/purchase.. rather than having to click the browse, navigate to the folder and upload one at a time...
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Read and Accept - where clause permissions for non-super users

Hello It would be really useful if non-super users could create group read and accepts with where clauses. Currently we can give them permission to get as far as sending a read and accept to the whole company, but they can't set a where clause to ...
Rebecca Warhurst about 6 years ago in KashFlow HR 0

Sales / Purchase Code Double Click Update

Is there the possibility to allow a click/double click of the text in the Sales / Purchase Code box when entered to open the managesub screen for the item to change a description/code/weight or price if a supplier changes information. Previous ent...
Ben about 3 years ago in IRIS KashFlow / Purchases 0 New

Phased balance sheet like p&l phased

No description provided
Guest about 6 years ago in IRIS KashFlow / Reports 1 Acknowledged

Quote Reporting - to mirror "Unpaid Invoice" Report

The unpaid invoice report is very useful for credit control as it displays all notes made against the invoice in date order. The same information for quotes would be very useful in following up. To be able to see when the notes for all quotes se...
Guest about 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Import all bank account transactions from a statement without matching them to any invoices, purchases or transactions.

I think it would be fantastic to import everything from the statement and then match things later.
Claudiu C. about 3 years ago in IRIS KashFlow / Bank 1 New

Multiple subscription payment methods

I would find been able to pay using paypal direct debit really useful, rather than using my credit card.
Guest about 6 years ago in IRIS KashFlow / Other 0 Acknowledged

Send bulk emails to customers from within Kashflow

We are finding it time consuming having to click on individual customers to send a group notification eg a price increase etc. Being able to select all or a large selection of customers at once, then send one email to them would save us so much ti...
lisa bartup about 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Expand the ability of Projects so we can add Individual budgets/targets by nominal codes

Please can you add the facility to enter budgets by the projects nominal codes, an overall figure doesn't give us the detail we need to see if we are under or overspending on a nominal code. For Example budget for roof materials and labour, separa...
Guest about 6 years ago in IRIS KashFlow / Projects 0 Acknowledged