Submit Idea
SUBMIT IDEA

IRIS KashFlow

Showing 2948

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

To be able to assign more than one customer to a project.

The nature of our projects is that there may be more than one customer to each project. Allocation of more than customer to project would allow more meaningful review of the project 'performance' rather than simply of the customer.
Guest almost 8 years ago in IRIS KashFlow / Projects 0 Acknowledged

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

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

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