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Archive old quotes

My quotes list has about 200 quotes in, it would be great if you could archive them to hide them from the main list as i dont want to delete them as often a customer will come back a year later refering to a quote i thought was dead. this way i co...
Steve Taylor over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Global Project Report to contain all p/l categories

I would like to have a report that gives p/l by project. At present, I have over 40 live projects and to run a p/l report means that I have to go into each one, run a profit and loss report, download it the data. Then transfer that to a main sprea...
Alison Bryan over 5 years ago in IRIS KashFlow / Projects 1 Acknowledged

Add sample picture with product

I would suggest to add an option that allows suppliers to add a sample picture with every product that is added on Kashflow. it would be helpful for the customers as they could see what they ordered. Sometimes, the customer doesn't know in particu...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

link project data between Kashflow and Calendar (ical) etc

I use projects for all my work and find that I'm entering the project details in Kashflow, project name, customer, start and finish date etc and then all this same data i put on my online calendar (ical) which syncs with my phone etc. It would be ...
Guest over 5 years ago in IRIS KashFlow / Projects 0 Acknowledged

caould you please add the feacture of being able to mark paid on an invoice via you app. being a sole trader it is a complete hassle to have to go into the office at the end of a day just to mark paid !

as above , it would save so much time if I could just mark paid on an invoice via the app as I get paid at point of sale at 90% of my jobs, rather than having to go in to the office , start the computer up , sign in , then load your web page , the...
Guest over 5 years ago in IRIS KashFlow / Payments 1 Acknowledged

Report on purchases by vat rate

useful for vat returns for breakdown of different vat rates and should be available when you do vat return
Guest over 5 years ago in IRIS KashFlow / Reports 0 Acknowledged

Profit/Loss Automated reports

As a small business its important to do the basics well. Keeping track of Profit/Loss is a simple way to ensure you are running at a profit. It would be useful to be able to generate reports at set intervals and have them emailed to you. For exa...
Guest over 5 years ago in IRIS KashFlow / Reports 1 Acknowledged

Customer Turnover Month by Month

My Reps are always asking for their customers turnover rather like looking at Aged Debtors Creditors report presently it is very difficult to give them information easily Steve Taylor
Guest over 5 years ago in IRIS KashFlow / Customers 1 Acknowledged

EC Sales & Purchases to nominal codes for cash accounting - values to go into correct VAT box without sales or purchase invoices

Clients who are on cash accounting who need sale sand purchases to appear in the EC box 8 & 9 should be able to do so by assigning the nominal code only and the fiures still go into the correct box on the VAT return. You can assign the nominal...
Guest over 5 years ago in IRIS KashFlow / Purchases 0 Acknowledged

Add Product Code to emailed invoices

Customers can then see the global Product code and saves ambiguity in the description text
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged