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IRIS KashFlow

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Purchace code by project

A report to display the values of a given purchace code distributed among different projects over a given time
Guest almost 4 years ago in IRIS KashFlow / Reports 0 New

To be able to enter a batch of supplier invoices

To have the option of entering a number of supplier invoices on one screen, the current system is very time consuming.
Emma Ransom almost 8 years ago in IRIS KashFlow / Purchases 0 Acknowledged

When converting quote to invoice have a function to select individual line item.

Quotes are raised showing a full breakdown but the customer may only choose certain options from the quote. Currently the whole quote gets converted to an invoice but it would be helpful to be able to choose what the customer ordered and convert j...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Aggregate the 'Notes' into a single view on the Overview page to show recent activity

If other customers do as we do and include details of correspondence with clients in the ‘Notes’ section attached to each invoice, it would be useful to be able to see an aggregated view of all ‘Notes’ in reverse chronological order on the Overvie...
Guest almost 8 years ago in IRIS KashFlow / Customers 0 Will not implement

Automatic credit control report

A report to ascertain who is on or who is not on credit control
Rodger Random almost 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

Supplier report for a set amount of time.

It would be extremely useful if it was possible to download a spreadsheet of the ACTUAL amount of money spent with each supplier between two selected dates. At the moment it is only possible to generate a pie chart of this information which frankl...
Dave Hall almost 4 years ago in IRIS KashFlow / Reports 0 New

10 Invoice Restriction on Starter package - good but not practicable

As a low volume sales invoice generator a normal year would be 22 invoice per annum and abnormal would be 33 invoice per annum. The monthly restriction for me creates an admin problem. As I need to generate at the same time 11 invoices twice a yea...
Anne Ruskin-Wyer almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Sales History report

One history report to list all sales codes between dates - very quick to see what has been invoiced. And why does the pull down screen sow all codes in teh system and not just the sales codes
Andrew Mills almost 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

Allow 3D Secure payment gateways

Currently Kashflow does not allow payment integrations to use 3D secure. This is standard practice now and we are missing out without this service.
Guest almost 8 years ago in IRIS KashFlow / Payments 0 Acknowledged

Make the column width adjustable in 'standard view'

I have created a test invoice and taken a screenshot to show you what I mean. The Customer column is too wide and the Purchase Order column is too narrow for my requirements. On spreadsheets like Excel you can click and drag to adjust the column w...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged