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IRIS KashFlow

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Email Notifications - New Invoices

I am receiving a lot of SPAM! from Kashflow in the form of unwanted emails relating to the automatically generated invoices. I have an invoice that is created every day for our tills information to be entered. This side functions fine, however, ev...
Ben about 4 years ago in IRIS KashFlow / Other 0 New

A trail balance that prints opening balances only

I would like to be able to print a trail balance at the start of the year that shows only the opening balances. At the moment I have been advised that if there are transactions on the first day of trade that these will also be included in this rep...
Guest about 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

Invoicing for a stock item (box of sweets) from a number of stock components (100 sweets + a box) updates stock of all items

It would be a useful feature for us to be able to make up a boxed product from stock items - so when invoicing for a box of sweets which contains 100 sweets in stock, one selects box of sweets from products and the software takes 100 sweets and a ...
Rob Atkin about 8 years ago in IRIS KashFlow / Other 0 Acknowledged

Ability to print multiple invoices according to specific criteria

I would find it useful to be able to print all unpaid/outstanding invoices as I then attach them to my magazines when I post out advertiser copies. Now I have to print them one by one.
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

multi companies feature

hey. It would be great if you could add a multi companies feature that allow user that have more than one company to switch between them. Cheers. Ants.
Guest about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Allow users to create their own Quote Category

I need a quote category 'Ready for Invoicing' as we have just got Draft, Sent, Neg/Review, Closed - Lost/Won - which misses this stage out Can I add my own quote category?
Guest about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

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

No description provided
Guest about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Enhance Search functionality with filters

The search functionality is excellent. However, it would be nice to narrow it down sometimes with filter options around dates, invoice amount, and other parameters.
Katrina Boydon about 8 years ago in IRIS KashFlow / Other 0 Acknowledged

Have ability to file quotes so they disappear from list regardless of status

My quotes list gets longer and longer. Even closed quotes still appear in the list. Plus some quotes have a very long lead time and they don't need to be in the list. I would like them to remain associated in the customer record, of course. So, pe...
Katrina Boydon about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Allow customers to be sorted by date added and not only alphabetically

I am more likely to be searching for a recently added customer than the customer beginning with the letter A. Show the date added. Sometimes this is useful to jog memory about the customer. Still retain the ability to sort alphabetically, of course.
Katrina Boydon about 8 years ago in IRIS KashFlow / Customers 0 Acknowledged