IRIS KashFlow

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Quick "+ Add Line Items" - Multiple Lines

Would it be possible to add a extra option/button/bell/whistle to the Purchases/Invoices option to help add product lines. Issue : Current option allows for only single lines/comments to be added per click. This takes a lot of time and effort w...

Ben about 7 years ago in IRIS KashFlow / Purchases 1 Acknowledged

2 VOTE

Highlight Invalid Entries - Product Specified is Invalid

Would it be possible to have the system highlight either by text colour, or by cell highlighting an invalid entry. As the "Product Specified is Invalid" warning is of little help. Issue : A product code was changed to a different location, this...

Ben about 7 years ago in IRIS KashFlow / Purchases 0 Acknowledged

2 VOTE

Move - Add A Product Button (Purchase/Nominal Codes / Sales Code)

Would it be possible to add, or move the button " Add A Product " in the Purchase Code/nominal code section and the Sales Code screens? Issue : When you have a number of products already in the purchase/sales code that you are updating you have...

Ben about 7 years ago in IRIS KashFlow / Purchases 1

2 VOTE

More intelligence as to how payments are applied

We had two identical invoices to the same customer over a two month period and the customers payment came in just after the second invoice was created. The payment was applied to the newer invoice. Support have told me that the matching rule isn't...

Guest over 7 years ago in IRIS KashFlow / Payments 1 Acknowledged

2 VOTE

We require a lot of detail in the supplier reference column and the supplier column could be narrower. Is it possible to widen the view of the supplier reference column and narrow the supplier column so we can view all details.

We require a lot of detail in the supplier reference column and the supplier column could be narrower. Is it possible to widen the view of the supplier reference column and narrow the supplier column so we can view all details. Adjustable width co...

Guest over 7 years ago in IRIS KashFlow / Purchases 0 Will not implement

2 VOTE

Add a print to pdf button to the quotes module

In the invoices module a print to pdf button appears when you tick box an invoice or multiple invoices, therefore allowing you to print out multiple invoices at the same time - it would be great if you could do exactly the same in the quotations m...

Rob Smith over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

2 VOTE

Monitor how much has been invoiced against a quote that has been won.

I regularly prepare quotes with a number of items listed for different elements of work I will be doing on a project. Many of my projects last many months and are therefore invoiced monthly. I currently convert the relevant quote to an invoice and...

Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

2 VOTE

Changing in/out columns within bank transactions

In the bank transactions section where you can view or add a transaction, in the 'view' section you can swap the in and out columns - this is a great idea as some bank statements may have these in either order - so far so good, but when you input ...

Rob Smith over 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

2 VOTE

Negative Discount value

I would like to have the facility to use negative discounts. For most of my customers I supply the same service for which I set at a base line cost price. Depending on factors such as distance and difficulty the customers actual price might either...

Rob Smith over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

1 VOTE

Better filtering of invoices

Can I put an idea to you for an improvement. When I look at all my invoices I would love to be able to filter by month. This way I can see quickly at the bottom the values I am due in or the values I have sent out. So You could filter by job and m...

Peter Oram over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

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