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IRIS KashFlow

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www.liveplan.com is a fantastic business planning tool - an integration would be really helpful

Every small business owner - there are integrations with other online accounting platforms
Guest almost 5 years ago in IRIS KashFlow / Partner Apps 0 New

Expense should have option to allocate to partner/project

Under purchases you can create a ‘purchase’ or an ‘expense’ If you create a purchase you can enter the partner/project. if you create an expense it doesn’t give the option to enter a project. It ends up on the system under purchases but it is not ...
Guest almost 5 years ago in IRIS KashFlow / Purchases 0 New

Ability to allocate a receipt or payment to more than one invoice

Would save a hugh amount of time. At the moment need to examine each receipt/payment and identify whether it is for a single invoice allocation or what the breakdown is and post accordingly via the personal sales/purchase ledger.
Guest almost 5 years ago in IRIS KashFlow / Bank 0 New

print a report from the Supplier ledger/Purchases by Project Code

No description provided
Lorretta Coulson almost 5 years ago in IRIS KashFlow 1 New

Correct KF so that email reply is sent to KF user email rather than master admin email

At present where there are multiple users with different user roles it is not possible to set the reply address to the name of the person that has sent the email. When the user clicks reply, the reply is sent to the email associated with the main ...
Guest almost 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Purchase Order to show payment method.

So we know how we paid for purchase orders.
Guest almost 5 years ago in IRIS KashFlow / Purchases 0 New

Ability to batch change field data - eg PO

A customer of ours asked us to add the same PO to all of their invoices with us; they have 40+ repeating invoices with us a year. We had to do this manually by opening, pasting and saving to each invoice.But 'batch processing' should be an option ...
Guest almost 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Warning before a journal is deleted

We have, on many occasions prepared journals for clients (adjustments) only to then click save and the whole thing be deleted due to some being processed after the bank lock date. Would it be possible to have a warning appear, or save the journal ...
Guest almost 5 years ago in IRIS KashFlow / Bank 0 New

Add customer Email and Telephone details to Invoice/Packing Slip.

We are an online retailer and manually book couriers frequently to send items to our customers. We book using the details on the packing slip (or delivery note as we call it). As we have to supply to the couriers the email and telephone numbers of...
Guest almost 5 years ago in IRIS KashFlow / Customers 0 New

Option to export information list of purchases and sales from the Project Reports

It would be extremely useful to have the option of this information exported to Excel to summarise the details of this information in pivot table form, especially the purchase information to enable you to make re-charge in sales? In a previous ver...
Guest almost 5 years ago in IRIS KashFlow 0 New