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IRIS KashFlow

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Read receipt for invoices etc

Would like to have the option of adding a read receipt for any invoices, quotes and statements emailed to customers. A few of our clients have asked for this.
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Need an additional tab for a quote

We provide quotes and then once agreed, convert that into a PO request which once complete convert that into an invoice so we need an addition tab for quotes. At the moment we keep having to change PO request to quotes in settings which is too con...
stephanie nicholas over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Create an Expense with two line items

To account for expenses that have zero and standard VAT rates, it would be easier to create an expense with two line items. This is possible when creating a purchase, but not an expense. This will allow expenses to be matched directly to the bank ...
Guest over 5 years ago in IRIS KashFlow / Bank 0 Acknowledged

Paypal Import and VAT registered businesses

At the moment, when you create invoices based on a PayPal import, we know that only one line is imported (blame it on the paypal API .as normal, rather than using the correct API...) Anyway, that first line always has the VAT rate set to 0% by def...
Rich Mellor over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Make the "Monthly Sales Report" do what the description says

The description of this report is "This report will give you a spreadsheet containing total quantity and value of each product sold for each month." But the content it gives is not that. Instead, a spreadsheet of the values of different SALES CO...
Alex Gibson over 5 years ago in IRIS KashFlow / Reports 0 Acknowledged

Grouping incorrectly allocated purchases

If you incorrectly allocate purchases to an incorrect project, it would be useful to be able to group a set of purchases and be able to re-allocate to different/correct project. You are able to do the same to reallocate sales invoices if the same ...
Guest over 5 years ago in IRIS KashFlow / Purchases 0 Acknowledged

Ledger balance on dashboard

There should be a way of showing a ledger balance on the dashboard. If I could show the current balance on my Mileage ledger, this would tell me how much I need to pay myself for mileage, i.e. another liability the same as the VAT liability. This ...
Guest over 5 years ago in IRIS KashFlow 0 Acknowledged

Allow Validation on Custom Fields

Hi Whilst not a priority it would be very useful to be able to set validation on the custom customer fields as created in Settings, Customer fields. For example field type create as Date - this would only permit valid dates to be entered , op...
Guest over 5 years ago in IRIS KashFlow / Customers 0 Acknowledged

Update Help on EC Sales List

I have recently registered for VAT and was wondering why my EC sales list was empty. I have customers where I had entered their VAT details and marked them as being in another EC country (not sure why you have to do that as you have already provid...
Rich Mellor over 5 years ago in IRIS KashFlow / Reports 1 Acknowledged

Dynamic Dates on Repeat Purchase Supplier Reference

Hi thereWith repeat purchases, you offer the facility to add %y and %m in the Description to dynamically add dates to the description each month. However, in the Supplier Reference field, the %y and %m does not do anything. With a repeat purchase,...
Guest over 5 years ago in IRIS KashFlow / Purchases 0 Acknowledged