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IRIS KashFlow

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Including more information on Invoices

I sell plastic book covers for school text books. Purchases are made according to the grade of the student. Grade 1, Grade 2 etc. I would like to enter the information on the invoice to include the Grade, so that, if I need to get a summary of all...
Guest over 7 years ago in IRIS KashFlow 1 Will not implement

Commission payments calculated as percentage of invoice value and displayed on invoice

I have a requirement to display Commission payments and agency fees on Invoices which are percentages of the lotal invoice values. Currently this is all calculated separately and added in to the invoice. Is it possible to add the capability to Kas...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Auto save on timeout.

I realise that the invoice/quote can be saved. When working on invoices/quotes sometimes I get distracted by a phone call or other. When returning to the quote/invoice after a time the quote is still on the screen so I continue working on it. When...
Guest over 7 years ago in IRIS KashFlow 0 Will not implement

Export data to excel

We would find it useful in amending quotations and invoices in ways that Kashflow won't allow.
Guest over 7 years ago in IRIS KashFlow / Reports 0 Will not implement

Start dates on ALL bank accounts

This would really help when trying to identify the source of problems in balances and reconciliations. If it's possible for the primary account it should be available for others
Amy over 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

Add payment terms to creditors and debtors age analysis reporting options

The standard age analyses are fine, but are missing a vital piece of information, which is the payment terms. Using the 2 options,"n days form invoice date" or "n days after month end" I can map in Excel the suggested payment or receipt date of ev...
Guest over 7 years ago in IRIS KashFlow / Suppliers 1 Acknowledged

When a note window opens, do not blank out the former page so severely.

When a note window opens, do not blank out the former page so severely (some blanking but retaining legibility is most desirable). Often I want to refer to invoice numbers and dates in my note and I can no longer see them after the note window is ...
CEO over 7 years ago in IRIS KashFlow / Customers 0 Will not implement

On date fields please add a Today button - particularly in quotes when requiring revalidating

As our sales cycle can take some time, we often need to revalidate quotes more than a month old to hold the price for the customer. It would be helpful to have a today button on the calendar drop down month box so that we just click that for the n...
Guest over 7 years ago in IRIS KashFlow / Other 0 Acknowledged

Bank transfers by type

A way to display bank transfers from multiple accounts which have the same type. Either in the bank tab (preferred) or as a report.
Amy over 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

Extra reference field to appear on purchases

If there is an extra reference field created for purchases, currently we have to go in to edit the purchase to see this field. Ideally there would be an option for this to appear on the main screen for the purchase, and on printed or emailed purch...
Amy over 7 years ago in IRIS KashFlow / Purchases 0 Acknowledged