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IRIS KashFlow

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invoice Filtering

It would be useful if you could filter invoices by month. How many invoices and the values of invoice for the month of February did I send? How many invoices and the values of invoices are due for payment in the month of February? for example
Peter Oram almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

An quote & invoice line-item total including VAT

Customers keep asking me to put line item totals on their quotes when I send them with different options included.
Guest almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Weekly Payment List

Select the required invoices, via the existing tick boxes, then either print, or export to csv, so I can get a weekly outgoing total and to do list.
George Ross almost 4 years ago in IRIS KashFlow / Purchases 0 New

Add Journal Number to template

Now I know the system i manually enter e.g. "J123 - " at the beginning of the template. Without this you cannot find/remove templates that you no longer need without (potentially) checking each one.
Guest almost 4 years ago in IRIS KashFlow / Other 0 New

Run a Bestseller report for products within a single Sales Code

I wanted to be able to run a report for a specific code and to be able to have that report rank the products within it from most sold to least sold within the specified date period. This appears to not be a current possibility from the current ava...
Craig Riches almost 4 years ago in IRIS KashFlow / Reports 0 New

I would like to be able to have a seperate email address for for when i send quotes.

When a customer reply`s to a quote it goes to the accounts person and not the person that created the quote.
Guest almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Ability to connect to Microsoft office Sharepoint/One drive

To be able to connect to locations other than dropbox when storing invoices etc. ie Sharepoint
Guest almost 4 years ago in IRIS KashFlow / Partner Apps 0 New

A Flag to let you know that you have selected more than 100 invoices to pay

I have one supplier that has over 100 invoices each month. Firstly it takes forever to find all the invoices due to the date order in Batch Payments, and then when I have ticked all the invoices, to then find I have selected over 100 and have to s...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Bring back column totals!

On the old interface design, when you looked at any period of time in your banking, there was a column total for both in and out, next to the opening / closing balances. This has mysteriously been dropped in the new interface, which seems like a b...
Guest almost 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

Reinstate the address lookup button

When entering a customers' address, there used t be a map button for searching an address. This looked up the address in Google Map, making it easy to check street names and postcodes were correct. You removed the feature a few years ago and I mis...
Guest almost 4 years ago in IRIS KashFlow / Customers 0 New