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Implement a WIP column on the GLOBAL PROJECT REPORT

At present when you run a GLOBAL PROJECT REPORT it outputs all the relevant figures except the WIP figure. This seems a little bizarre because Kashflow shows the WIP figure when you click on the project, so it seems to have the information but isn...
Guest over 6 years ago in IRIS KashFlow / Projects 0

You can see the break down of the purchase codes in the Expenditure by Sub Purchase Code however this report is not available for the sales codes.

You should be able to see this for both the Sales and Purchases.
Guest over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Honorifics (Titles)

I have just noticed that Kashflow Payroll isn't very inclusive of all persons and there given or taken titles. It feels anti LGBTIQ (Transgender / Intersex) - Since 1985 the use of a wild card 'X' has allowed for people who don't feel or want to f...
Ben over 6 years ago in KashFlow Payroll 2 Planned

Auto save when creating invoices and quotes.

At the moment when creating large multi lined estimates/quotes the system can timeout before the user has pressed save so then all work is lost! I appreciate that we should learn to save regularly but when creating these estimates they can take a...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Improve bank reconciliation

Please would you, either add a tick box and annotation for marking the current bank account area, that could be easily toggled on and off, or improve the bank reconciliation area to give it all the features the bank view has. Interchangeable in/ou...
CEO over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

Date Subtitutions [SIC] in other fields

Two Parts for this one, its regarding the repeat purchase/invoice screen. Firstly, can we correct a spelling mistake, according to the Cambridge Dictionary has an S after sub in the word Sub s titutions :-) Secondly - can you make date substit...
Ben over 6 years ago in IRIS KashFlow / Purchases 0

Report with full company details

Useful when transferring details to a third party. Currently there is no report which gives any details.
Guest over 6 years ago in KashFlow Payroll 0

Outstanding Invoices Report in Excel

Would enable us to manage cashflow by quickly understanding the purchases due to be paid per month against our forecast income.
Guest over 6 years ago in IRIS KashFlow / Purchases 1 Acknowledged

Purchase Invoice bug across all suppliers

Historical purchase invoices do not show kashflow invoice number, reference, status or actions since software update
Guest over 6 years ago in IRIS KashFlow / Purchases 0

Convert a Quote to a Project

My business issues quotes to clients, which we convert or add to a project when they are won. At the moment we have to create a new project manually when winning a quote, if the project has not already been created. It would be very useful for us ...
Guest over 6 years ago in IRIS KashFlow / Projects 0