IRIS KashFlow

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Purchase Order Report

I would like to have a purchase order report the exact same as we have for sales orders. This would enable me to cross reference my sales orders against the purchase orders

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

1 VOTE

Report to check Purchase invoices are all assigned to projects correctly.

if Purchase invoice isn't allocated to projects in error this can affect costings for projects, a report that can be ran monthly would eliminate any errors. Maybe add Project column to purchases as don't need to print report, a visual check would ...

Guest over 3 years ago in IRIS KashFlow / Projects 0 New

1 VOTE

Moving the 'notes & files' field on customer accounts to the top of the page, so notes are more visible to the eye.

Moving the notes field on customer accounts from the bottom of the page to the top under transactions. We would find it useful as notes on individual client accounts are always being missed due to them not being very visible.

Guest over 3 years ago in IRIS KashFlow / Customers 0 New

2 VOTE

Bank transactions filter

Please can you introduce a filter for bank transactions. It's a laborious task when you have to edit multiple transactions of a similar nature spread across multiple dates, a simple filter on the comment would be a great start. It would also be hu...

Ryan T over 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

2 VOTE

SMTP configuration - Allow email to be saved in IMAP Sent folder

Not all mail servers automatically save sent mail. Gmail does, but many don't. Hence if SMTP configuration is switched on, outgoing mail is not saved in sent mail. This is an issue as we want outgoing mail, e.g., invoices, saved. The solution is f...

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

2 VOTE

Purchase Orders in Projects

If there was a Purchase Order field in the Project page which dragged across to the global project report it would save me a lot of time doing VLOOKUP function searches and cross referencing for monthly reports. It could also automatically populat...

Jonny Shire over 7 years ago in IRIS KashFlow / Projects 0 Acknowledged

1 VOTE

raising a Proforma invoice without having to raise a quote

we do not always raise a quote as we have price list but do need to raise a proforma invoice before going ahead with the order

Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

2 VOTE

Sage converter to bring over customer and supplier default nominal code

When bringing over the supplier and customer data, can you make it so it brings over the default nominal codes for each customer and supplier too. At present, when a conversion is processed, all the data transfers perfectly, except it omits which ...

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

2 VOTE

Assign multiple Customers to a project

At the moment you are able to assign one Customer to a project but this doesn't auto fill the project box. To save time when posting invoices it would be good if, when you create invoices, those customers are automatically assigned to a project.

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

1 VOTE

Make "memorable word" optional

My team seem to regularly run into issues logging in due to the "memorable word" security layer. This should be able to be freely disabled by the customer if it does not suit their needs.

Guest over 3 years ago in IRIS KashFlow / Other 0 New

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