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IRIS KashFlow

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Adding a Purchase Order column to the Customer: Invoices, Stats, Etc screen

I think it would be immensely helpful to add a column for Purchase Order to the Customer Invoices, Stats, Etc screen, so the columns would read Inv #, PO, Date, Amount, Status. This would make it similar to the Suppliers Purchases & Stats scre...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Ability to add attachments held in icloud from iOS devices

I use my iPhone and iPad to invoice clients and in some cases, I need to attach additional files (e.g. Timesheets) to support the invoice. At the moment, I can only do this if the file is held locally I.e. On the device. The idea is to allow docum...
Guest almost 8 years ago in IRIS KashFlow / Partner Apps 0 Acknowledged

correlate delivery notes with invoices to keep track of on shelf stock at different retailer

Hi There, We are a manufacturing company and we supply our product to different retailer on consignment basis. We can create Delivery notes by renaming Quotes but they do not show any correllation with the invoices. It should work like this. We se...
Hendrik almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Date box in Line Item for Invoices

No description provided
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Additional line/s for address details

No description provided
Guest almost 8 years ago in IRIS KashFlow / Suppliers 0 Will not implement

VAT return process to give option to include transactions not reconciled before given period

When a change has been made to a VAT transaction before the current VAT quarter, the current VAT return does not pick the transaction due to the date range, it would be helpful if Kashflow could do this and then give the option to include transact...
Emma Ransom almost 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

to print all purchase orders for one supplier without selecting each one separately

I would like to print all purchase orders for one supplier without selecting each one separately
Guest almost 8 years ago in IRIS KashFlow / Purchases 0 Acknowledged

Option to include customer's website address on invoice

We would very much like to see the option of rendering the contents of the web address field on the invoice itself, if that’s at all possible. This would be of tremendous benefit for those Kashflow customers who are web designers, developers and c...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Allow expenses to be allocated to multiple 'Projects'

It would be of great benefit to accountants to be able to allocate, say Kashflow license fee costs, to individual clients that are using the service. That way we can track the profitability of fixed price clients.
Guest almost 8 years ago in IRIS KashFlow / Projects 0 Acknowledged

Selection of PDF themes for quotes and invoices

Within the Themes we can create Quotes and Invoices and we have different invoices for different customers (based on payment terms) Whilst we can set a default – say “Quote” when we come to raise and invoice for a customer we have to go into thei...
Andrew Mills almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged