IRIS KashFlow

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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

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

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

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

2 VOTE

Unassigned Departments Report

To retrieve information which shows me a list of all items not assigned to a department

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

2 VOTE

Date range to be the same from Profit and loss report to the nominal code breakdown

When entering the date range for the profit and loss or balance sheet report and then looking at the different nominal codes ie: sales, the date range changes. It would be of great help if it could copy the date range across.

Emma Ransom over 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

2 VOTE

Include interest that could be charged on overdue invoices invoices

It was a really useful function on the old kashflow

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

2 VOTE

Include the Alphabet at the top of customers & suppliers page as on the old kashflow pages

This was a really useful shortcut on the old kashflow and the new one would benefit from it

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

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