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IRIS KashFlow

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Add dynamic date fields to line item descriptions

When creating recurring invoices it isn't possible to dynamically add info like 'month' to the service line item. E.g. Management fee - Nov 2021. This would allow recurring invoices to contain more relevant data when being sent. Currently the syst...
Guest about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Add currency options to recurring invoices

Recurring invoices save a lot of time, but with most businesses trading both domestically and internationally they will no doubt invoice in other currencies such as US Dollars. Currently, the system does not allow us to set up recurring invoices f...
Guest about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

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 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

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 8 years ago in IRIS KashFlow / Purchases 0 Acknowledged

Check box

desperately needing a check box on an invoice to show Job in progress or job complete. Trying to integrate into zapier but cannot disguish between ongoing jobs and completed jobs
Anonymous about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Display Billing Country of Invoice

I want a report that shows the country for each invoice or sales, like int he activity report
Guest about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Historic stock listing

A way to print a report which gives a stock listing at a particular date would be helpful. I am trying to calculate my stock figure for my accounting year end which was 4 1/2 months ago and the current stock list is no use.
Guest over 8 years ago in IRIS KashFlow / Other 1 Acknowledged

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 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

To add a clock button to accept a quote

when a quote is sent it would be good to accept a click button for the customer to accept the quote
Anonymous about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Choose if a field is mandatory in customer profile

I would like to make email addresses mandatory in customer profile so staff can’t add a customer without an email adreess.
Anonymous about 4 years ago in IRIS KashFlow / Customers 0 New