IRIS KashFlow

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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 about 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Already exists

1 VOTE

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 about 7 years ago in IRIS KashFlow / Other 0 Acknowledged

1 VOTE

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 about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

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 about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

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 about 7 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

1 VOTE

Return ability to step through invoices

Back in the day it was possible to step through invoices by customer, can this ability be returned?

Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 2 Already exists

1 VOTE

A check box that comes up if the same invoice number for the same company invoice no. is entered more than once does seem like a very good idea to have within the system

so if an invoice is attempted to be paid more than once it will be noticed

Guest about 7 years ago in IRIS KashFlow / Purchases 0 Will not implement

1 VOTE

Option to Store Customer Card Details

It would be really helpful to give the customer the option to store their card details and also us the option to enter card details through the dashboard and store them to the clients account for future payments.

Guest about 7 years ago in IRIS KashFlow / Payments 0 Acknowledged

1 VOTE

Customers Searchable in Alphabetically Letters

This was on the previous version.

Guest about 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

1 VOTE

Report showing source conversion over time

1. Choose time period (e.g. 2017) 2. See number of enquiries by source for that period 3. See number of paying customers by source for that period Fro example, I may have received 50 enquiries from Source A in 2017, of which 5 converted into payin...

Katrina Boydon about 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

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