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IRIS KashFlow

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Allow direct click to customer record from Income by Source

From the dashboard clicking on the income from source graph and then one of the pie sections gives a list of invoices. At the moment the two links whether it be the invoice number or customer name both go to the customers invoice. It would be use...
Guest about 5 years ago in IRIS KashFlow / Reports 1

Ability to batch print multiple purchases

Please can I suggest that you add the functionality to batch print purchases? This function is available for sales invoices, whereby one can select multiple invoices and then download them all as a single pdf and print them as one document. Howeve...
Guest about 5 years ago in IRIS KashFlow / Purchases 0 New

Reports to run in pounds and pence

I would like to use the aged creditor report to pay invoices but as it rounds the outstanding amounts this is not possible
Guest about 5 years ago in IRIS KashFlow / Reports 1 Acknowledged

Purchase Order - Option to make it a requirement to have a PO before saving

Quite simply - if we don't have a purchase order on an invoice, we don't get paid. My biggest killer of cashflow is when I've sent an invoice, it doesn't get paid, and when I chase it's because I forgot the PO. Often, you can't just re-submit t...
Gavin about 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

On Profit and Loss

We use Groups on our Profit and Loss than list in Products But when view Profit and Loss It shows the Products in Column But does not give a Total of Group We think it would be a good idea to have two columns A sub Total to the Left of the Product...
Guest about 5 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Repeat Billing and Multi Month Customers

We have recently migrated to your updated package. There is no option to view list of mutli month customers which is papramount for our operation. Please add.
Guest about 5 years ago in IRIS KashFlow / Customers 3 Already exists

Free Text / Additional Text Field Search-ability

Within the settings we have the option to add 'free text' boxes - such as via Purchase Options >> 'Enable an extra reference field for each purchase' This is all well and great to have as a feature until you need to search for the content ...
Ben about 5 years ago in IRIS KashFlow / Purchases 0 Acknowledged

Iris Insights - prior year comparatives on reports

So that on the forecasting reports you can see performance for the current year against the forecast and last years results.
Guest about 5 years ago in IRIS KashFlow / Partner Apps 0 Acknowledged

When using bank feeds allow date of the txn to be changed

This applies especially when cheques are being recorded as there is a delay between the cheque being written and then cashed.
Guest about 5 years ago in IRIS KashFlow 0 Acknowledged

KashFlow should be programmed to include the bank transaction figure on the Project/Event Screen

Why would you allow an event or project to be tagged to a bank transaction but not hten allow the software to include it in the project/event screen. This could lead to misleading information being presented by the software.Ref ticket no (#388842)
Guest about 5 years ago in IRIS KashFlow 0 Acknowledged