IRIS KashFlow

Enable Reports that once a transaction modified to return direct to report, as at present have to start all over again and start report from scratch

I was disappointed to learn that it's not possible to use a CSV file to update prices. I've got 800+ unique stock codes on the system and tried to upload the new prices but couldnt and later found out that the system doesnt allow it. I would imagi...

In the detailed VAT report, KashFlow lists transactions included in each box of the VAT return, from box 1 to 9. Box 1 detail is the output tax detail for sales and Box 6 detail is the net value details for sales. But the order of the detail can b...

It would be great to be able to bulk print Purchase Orders like you can with invoices.

to stop duplicating order numbers

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 ...

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.

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

My team seem to regularly run into issues logging in due to the "memorable word" security layer. This should be able to be freely disabled by the customer if it does not suit their needs.

To add the option of sending email templates with more substitute texts. In our case the ability to have a month automatically filled, such as "Please find attached invoice for the month of [MONTH] "