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IRIS KashFlow

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List Archived Customers Separately

We are trying to tidy up our records, so we started to archive some of our old customers. However, these customers still appear ins search results even when archived, which can lead to colleagues entering invoices on to the incorrect customer. I t...
Guest almost 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

Create Sales Code - Managing Stock Level does not expand scroll bar on laptop

When creating or editing a sales code on a laptop screen, if you tick the box to manage stock for this item, the window expands down in the browser, but the scroll bar does not expand making it impossible to access the Update button at the bottom ...
Rich Mellor almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Allow multiple sales codes to be matched to same purchase code

I have some parts I buy in bulk and then sell as components for different computers. I have different sales codes for these components (to help identify which computer lines are more popular). However, if I wish for Kashflow to manage the stock le...
Rich Mellor almost 7 years ago in IRIS KashFlow / Purchases 0 Acknowledged

improved user access

Restrict class of user to customer files, raise invoices, quotes BUT no ability to make payments, raise credit notes, journals, or anything else. It's purely a sales function.
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 2 Already exists

Report showing how all invoices of selected supplier have been satisfied

To be able to align my payments, credit Notes, Partial credit notes, refunds, etc to match that of my supplier. As I am able to apply a credit not received from my supplier to an invoice to satisfy payment, these don't necessary match up and an am...
Guest almost 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

A shortcut key to bypass some selections.

When I am doing monthly statements, I have to select a customer, choose statement, select the settings (eg no date range, don't show paid invoices, don't show starting balance) and then I send the statement as an email. For the next customer, I ha...
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Already exists

Take Reports out of Basic access

Additional user WARNING I'm not sure if anyone else is aware that now all basic users can access all the sensitive information about your company and if the employee wanted to mess up your business this could be done with a few clicks, this can no...
Guest almost 7 years ago in IRIS KashFlow / Other 0 Acknowledged

Multi stock - one end product

Problem - I buy in Products (jams, Biscuits etc) and then make them up in to a Hamper and sell the final product, I would like to add a hamper to an invoice with just the final price, but make the system remove 1xJam 1xbiscuits etc from the stock
Heather Welsby almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Quotes - Total added at bottom isn't helpful if it includes everything.

Can the total of quotes at the bottom of the quotes overview page be for quotes won, rather than all quotes whether won, lost or still in negotiation? I don't think it's useful if it's displaying a total on items marked Lost ...
Brian Carbin almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Multi User Personal Email address and signature

I have a 'Manager' user account, but when wish to send a mail from within kashflow it forces me to use the email and signature of our admin, this means any mails I send spoof as him and therefore all the replies go to the incorrect person. I would...
Guest almost 7 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged