IRIS KashFlow

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Sort Categories on quotes page

When you select manage categories on the quote page it would be good if you could sort them. i manage them by year so it would be good at year end to rename and then add won and lost again at the top

Steve Prosser almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

2 VOTE

Automated conversion of Paypal imports

It would be hugely convenient if my Paypal imports were automatically converted to invoices rather than having to do it manually. Can this be set up?

Guest over 7 years ago in IRIS KashFlow / Partner Apps 0 Acknowledged

2 VOTE

CSV Upload to update current customers

The ability to be able to do a mass update on current customers, by using the customer code, and updating field details already on the system. At the minute this isn't allowed as it would be duplicated.

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

2 VOTE

Different reply to address

We use an external SMTP service to send kashflow notifications - however so it doesn't get in the way of our base domain MX records we run it via a subdomain EG out.domain.com - but our Kashflow is currently set to send them from EG domain.com - b...

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

2 VOTE

Introduce a self billing invoice for a supplier within Kashflow?

For example if a cleaner works for 2 hours a week for a client can the system be enabled to prepare an document as though it were an invoice from the supplier to support a payment by the client to the supplier thereby avoiding the need for the cle...

Guest over 7 years ago in IRIS KashFlow / Purchases 0 Acknowledged

2 VOTE

I have numerous orders which use fractions of a penny. There is no facility for this on Kashflow please can you incorporate this as this is causing Over paid or part paid notices

Wolseley Center where I purchase majority of goods in my industry use this system.

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

1 VOTE

Project reports - to give the project profit and percentage profit on one report and per customer

It would be useful if the project global report could calculate the project profit and percentage profit on one list and per client.

Guest almost 4 years ago in IRIS KashFlow / Projects 0 New

1 VOTE

Adding costs to a project that are not a supplier or bank payment

We have costs associated to a project ie where a director is working on the site but the amount of this is not made as a payment to him but needs to be built into the labour costs of the project

Guest almost 4 years ago in IRIS KashFlow / Projects 0 New

2 VOTE

Notes/comments in activity reports

It would be great if activity reports would show notes/comments for purchases, as they currently do for bank transfers. Presently, adding comments or descriptions is only possible after importing the csv file.

Amy over 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

2 VOTE

Matching supplier invoices to payments

We have some suppliers that issue more than 100 invoices per calendar month. But Kashflow will only allow a maximum of 100 invoices to be matched from the bank feeds matching menu. It would be hugely beneficial if the restriction of 100 was remove...

Guest over 7 years ago in IRIS KashFlow / Purchases 0 Acknowledged

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