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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 It would be useful to have a tab called superseded as often we need to quote for var...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

Changing customer info wiithout changing historical information

Recently we had a customer who slightly changed their contact details. Not a new customer, same one, so we did not want to change historical information, only going forward. We did not want to add then as a new customer as they were already an exi...
Guest about 6 years ago in IRIS KashFlow / Customers 1 Already exists

Access limitations to additional user

As is added access to a sales person, I don't want him to see reports section. Please make amendments so that we can limit access to any additional users.
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Edit Invoice and update customer address

When editing an invoice - you are allowed to edit the customer address, whether they have a delivery address or not and there is also a button to "Update customer details". This is useful for reformatting paypal imports, where EVERY new invoice ha...
Rich Mellor about 6 years ago in IRIS KashFlow / Invoicing & Quotes 2 Acknowledged