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IRIS KashFlow

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Create a Work Scheduling Module

Hi - I think Kashflow is missing out on a major feature that might set it apart from its competitors - namely the ability to create work schedules - as it stands I have a work around that can make Kashflow help to do do this, however, there are wo...
Rob Smith about 6 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Subscription Expiration Reminders

I understand completely that expiry of subscription appears on monthly invoices, however, the software expired over the weekend and it was still a shock yesterday when I logged in and had the expiration notice pop up on my screen. Therefore, I wou...
Guest about 6 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Layout Consistency between creating invoices & packing slips online & how they print.

The printed/PDF invoices and packing slips are great but when it comes to creating them the layout is totally different. Online, the invoice number is on the left whereas its on the right on the print outs/pdf. The customer PO online is between th...
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Locating nominal codes in quantites

Have been in to the nominal reports and wanted to print off a run of nominal activities. I wanted nominal 5000 - 5005. Having to tick select these by ticking them off is time wasting as they are not in nominal numerical order but are in fact alpha...
Guest about 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Quotes Report

It would be very useful for us if we could produce a report of monthly Won, Negotiation/Review, and Lost. Also in the drop down in which you can can to draft etc. It would be useful to have a tab called superseded as often we need to quote for var...
Guest about 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Stock Level Warnings - should trigger an email

I know you can set levels for each sales code (stock items) below which there is a warning if the stock level drops below this threshold. However, so far as I know the only difference this makes is the colour of the stock item changes when you try...
Rich Mellor about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0

Multi-user permission with Read / View Only user to certain clients only

I want our accountants to and other departments to great groups or atleast users with different permission A financial controller might want to give read only view access to his junior accountant to build reports or download invoices and send to ...
james brent about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Quotation Follow up

To have a template or draft to send out at scheduled times to clients and a reminder to follow up
Dominic Scullion about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Option to customize initial customer view: default is currently transactions.

Not every user can match payments with invoices, even with the use of applying credit. Therefor the transaction page is defunct. Please allow a choice of view when a customer is selected, profile/statement OR transaction.
Guest about 6 years ago in IRIS KashFlow / Customers 0

A 12 month total sales on graph

I like the graph available on the dashboard showing the sales for the last 12 months although I do believe that a graph (separate or a individual line on the same graph) showing the 12 month accumulated sales would be useful in being able to quick...
Gethin Davies about 6 years ago in IRIS KashFlow / Reports 0 Acknowledged