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Additional Users - Project Only

We have administration staff who need to set up projects, but not have access to the other information on Kashflow. Please could you make this possible.

Guest over 6 years ago in IRIS KashFlow / Projects 0 Acknowledged

2 VOTE

Can you put the date of when the invoice was paid on the invoice?

When you print the invoice off, it has a big red PAID but no date so i keep having to log back into the system to manually write the dates they were paid down.

Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 2

1 VOTE

be able to add another field to the invoices ie Job Number

to be able to search

Guest about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 Future Consideration

2 VOTE

CIS Split

It would be very helpful (for customers in particular) to have a summary at the bottom of an invoice of the total labour costs and total material costs within that invoice. Although Kashflow does calculate the CIS, when an invoice is considerably ...

Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

2 VOTE

Lock out banks

We use multiple banks in Kashflow and need to hide some of them from some of the staff.

Gary BATTEN over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

2 VOTE

Multiple Budgets On Projects

We have a projects that use 3 or more pots of budget for billing and expenses. Please could there be a solution to integrate split budgets in to the projects. This would help immensely as currently we use several spreadsheets to do this job.

Jonny Shire over 6 years ago in IRIS KashFlow / Projects 0 Acknowledged

2 VOTE

Add multiple items to invoice

Would be helpful to have a way to add multiple lines of items when creating an invoice.We usually have between 40 to 70 items to add to an invoice. And clicking 70 times the "add line item" is time consuming.An additional button that can add 10 it...

Salem de Bezenac over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

ability to export a list of Customers by status ie ARCHIVED or UNARCHIVED

At present there is only the ability to generate a report of All customers or customers who have been invoiced between specific dates. There is already functionality to actually ARCHIVE customers in the Customer section of the system, but there is...

Jo Triner over 3 years ago in IRIS KashFlow / Customers 0 New

2 VOTE

Being able to print off an unreconciled bank transactions report at the end of each month.

No description provided

Guest over 6 years ago in IRIS KashFlow / Bank 2 Already exists

2 VOTE

Reports For Quotes Facility

We use quotes but do not for operational reasons convert quotes to invoices via Kashflow. It would be helpful if reports could be produced from Quotes showing all quotes that have not yet been invoiced and indeed all quotes in a certain category i...

Guest over 6 years ago in IRIS KashFlow / Reports 1 Future Consideration

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