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Search Box for ALL Users

I have 3 additional users on my account who need to be able to find invoices without using invoice numbers yet they don't have a search box option. It is proving to be extremely frustrating for them and me as I am having to search for things for ...
Guest over 7 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

The ability to e mail all customers at once of a change or new product

If we change say our bank account details or we have a new product in our goods list I think it would be helpful if we could do an e mail and BCC all our customers so they are all aware of the update. Please can this be adopted.
Guest over 7 years ago in IRIS KashFlow / Customers 0 Will not implement

Showing invoices in EURO in Purchases & stats

Some of my invoices are in Euro. When going to list of invoices it is shown ONLY in £. Would be very useful to have a column of actual currency instead of going to every single one to find out how much euro I have to pay to my supplier.
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Enter SKU For Product Lookup In Pro-Forma Invoices

Previously, I could input an SKU into the 'Product' field of an added Line Item and either the product or variants thereof would appear in a dropdown list. This function has now disappeared and it frankly takes much more time to build an invoice.
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Already exists

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