IRIS KashFlow

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default sort order on purchases and invoices by creation date

I constantly have to double click on the invoice/purchase date to get the most recent to the top when viewing customers/suppliers. It would be ideal to be able to default that search order.

Guest over 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Service Company

Kashflow I believe could enhance their service by offering two platforms of the product. The first as is now, is great for 'Sales' orientated business's, but not that user friendly for 'SERVICE' Industries and Business's as they have different nee...

Guest over 8 years ago in IRIS KashFlow / Other 0 Acknowledged

1 VOTE

Quotation converted to Invoice Facility: Ability to tailor main title so that it reads 'Quotation' rather than Invoice

Allow characters in Invoice Number field (most specifically, brackets) so that users can delineate between subsequent Invoices added to that client's case number And allow default field names/titles to be tailored by the user, so that Quotations d...

Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

1 VOTE

Supplier credit note against the invoice

kashflow have functionality to add credit note against the specific invoice,need to add same for supplier credit note

Guest over 8 years ago in IRIS KashFlow / Suppliers 0 Will not implement

1 VOTE

2. Could we have a quick input function to write off a balance on a customer invoice.

Could we have a quick input function to write off a balance on a customer invoice.

Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Already exists

1 VOTE

a negative VAT rate of -20%

We have suppliers who allow settlement discounts but these figures are always a gross amount. At the moment we have to manually calculate the nett figure of the allowable discount so that the VAT value stays correct. If a -20% VAT rate could be ad...

Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

1 VOTE

Write a letter, in bulk, addressed to all customers

We would like to write now and then to all or some customers. At the moment we are moving and would like to tell all our customers and suppliers of the change in address and phone number.

Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

1 VOTE

7. Where a minor variance might occur when assigning a bank transaction, it would be good to create an adjustment rather than come out enter

Where a minor variance might occur when assigning a bank transaction, it would be good to create an adjustment rather than come out enter a relevant transaction and then start the assigning process again from scratch.

Guest over 8 years ago in IRIS KashFlow 0 Acknowledged

1 VOTE

Quote templates select-able from quote page

I'd like separate templates for quoting on different products, so that I can include T&C's etc that differ from product to product, instead of having to supply separate documents to the customer.

Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

1 VOTE

Customer Reports

Hi, it would be very useful to be able to adapt reports for customers. Currently I work to a Client named Orbit. Orbit manage 20+ buildings. Sometimes I need to provide a report on a particular building and sometimes I am required to produce a rep...

Guest over 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

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