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ability to insert a forgotten line in an invoice between existing lines without having to laboriously move it up from the bottom

ability to insert a forgotten line in an invoice between existing lines without having to laboriously move it up from the bottom
Guest over 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Adding EXPORT Shipping info on Invoice templates

My business involves exporting and on the Invoice it requires to display the container number, seal, vessel info etc.. I can see the option within customer info however, this needs to be integrated on per invoice basis. Is this something you can h...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 1 Already exists

Custom Fields - Drop Down Boxes and Defining Their Location

Understandably you can't build a system that suits all customers, hence the ability for us to create our own "custom fields". Currently we can create tick boxes or text boxes, could we also have a third option for drop down boxes so that we can de...
Guest over 8 years ago in IRIS KashFlow / Other 0 Acknowledged

Have a short cut to nominals for accountants

On the left hand side have a "nominal" button which then displays the full nominal ledger with balances and allows you to drill down into the transactions posted to that nominal (same as sage 50 accounts) Will allow accountants to quickly drill do...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Sales report by location

We would like to view reports of sales by geographic locations to make sure we're meeting our targets in different markets.
Guest over 8 years ago in IRIS KashFlow / Reports 0 Will not implement

1. When assigning a bank receipt could we part assign and then go back to it later to assign any balance.

1. When assigning a bank receipt could we part assign and then go back to it later to assign any balance.
Guest over 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

The ability to provide a space between the currency symbol and the amount

I invoice overseas companies, and for clarity change my currency symbols to the standard three-character code (such as "GBP"). Currently. Kashflow places the code *immediately* before or after the amount, with no intermediate space. I suggest that...
Guest over 8 years ago in IRIS KashFlow / Other 0 Acknowledged

Maternity pay claimed in advance

Our client wishes to claim a staff members maternity pay upfront, which you cannot do in Kashflow payroll. We will have to do the adjustment manually each month. Can this please be added as a function, so as to reduce the work needed for maternity...
Guest over 8 years ago in KashFlow Payroll 0 New

Secure the html/PDF template editing area

I was recently editing the html code for invoice templates and then generating pdf previews, I found that these previews are actually still accessible even when I am logged out.These previews use real data from previous invoices, inc names, addres...
Guest over 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Inputting customers 'sales orders' on the system which can be seen on the dashboard, this would be useful in predicting a months turnover.

Sales Orders
Guest over 8 years ago in IRIS KashFlow 0 Will not implement