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IRIS KashFlow

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The ability to view notes of an invoice/Qoutes/Customer in the reporting section

When looking at any of the reports that are related to the customer invoices, I think it would be useful to have the ability to be able to see notes relating to a specific invoice as to why there were potentially any issues with that invoice, that...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

I would like to upload my own invoice / letterhead template in pdf rather than upload logo onto existing format.

Uploading my own letterhead and invoice, that way i have consistently across all my paperwork and media
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Ability to collate sales from quotes/proformas

I would like a report that can collate the data from selected proformas/quotes to allow me to predict future stock requirements.
Guest about 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

Payment button on invoice when the you email late payment reminder

I would like a payment button on my invoice which gets emailed on my late payment emails. It would save me time as I wouldn't have send an email myself. Also it would give my customers minimum amount of excuses not to pay.
Guest about 8 years ago in IRIS KashFlow / Payments 0 Acknowledged

Viewing unpaid invoices by depertment

We have 4 departments, each run by different members of staff. We think it would be helpful to be able to see the unpaid invoices of each department seperatly.
Guest about 8 years ago in IRIS KashFlow / Projects 0 Acknowledged

Ability to print C5 envelopes with return address

I know that we can print the DL envelopes from a customers record, however, it would be useful to be able to print the company address (mine) in the top left corner as a return address. At the moment with this being missing the envelope is no good...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Print multiple packing lists

Multiple packing lists - Printing the invoices is nice and easy, you tick all the ones you want and print. However printing the packing lists is a real pain, you have to go into each individual invoice and generate each one individually. Anyway ca...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Wouldn’t it be easier for the system to start the bank reconciliation on the day the bank account was opened.

Wouldn’t it be easier for the system to start the bank reconciliation on the day the bank account was opened?
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Allow the use of the 9998-Other Nominal Code in RapidFire

When using RapidFire the Nominal Code 9998 (the suspense account) does not appear the Outgoing/Ingoing Type list - It would be useful if this code appeared on both Invoices and Receipts as it is an 'all areas' code on KashFlow, just not on RapidFire.
Guest about 8 years ago in IRIS KashFlow / Partner Apps 0 Acknowledged

Identify Duplicate Invoices

I would like to suggest we have a feature that can collect any potential duplicate invoices or purchase orders. Currently the visual aspect of the system is not as friendly (even though functionally brilliant). When doing audits it is difficult to...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged