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IRIS KashFlow

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Add project name / reference column to audit trail report

would help to provide a quick way of review all project transactions both individually and in total, and as an csv report allow us to interogate and compare projects. A small addition to the existing report would be much easier than creating furth...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Emailing Packing Slips

Now my client does repairs & maintenance works to households for a contractor. He wants to know if he can send out an invoice to the owner of the house to outline the works completed, but without showing the financial information as only the c...
Guest about 8 years ago in IRIS KashFlow 0 Acknowledged

Facility to setup and apply discount / offer codes against customer purchases

At the moment, when offering a promotion against a particular service (such as a buy 3, get one free offer that I'm currently running on disc scratch removal), I would like to see a facility where I can enter a voucher or discount code in somewher...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

In the overview, clicking on 'money owed to you' only lists unpaid items, it does not list overpaid items, so the total does not add up.

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

Multiple reminder letters actioned at once

At present I am only able to send reminder letters one at a time. It would be helpful if I could send them by ticking the boxes much like a batch payment. I would also appreciate being able to send invoices directly to accounts depts and quotes to...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Add the ability to generate reports for multiple projects

I would like to tick multiple projects and generate a profit and loss for multiple reports at the same time. Then, in an ideal world I would be able to view a total for all the projects and see the individual projects at the same time.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Why is it not possible to have seperate options for quotes and estimates on the dashboard ?

On the homepage / dashboard we are only given the option for one setting, either quotes or estimates (what I use). Due to the nature of my work I sometimes need the facility for both.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Extra product information slot in Sales Types

We work with products that has important extensive product information in Kashflow - information that our stock management need in order to process incoming orders from us. It would be very nice to have an addition product info slot for each Sales...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Mass change bank transaction

We have added a new bank account and need to mass change already entered bank transactions to this new account - however KF won't let you do this unless you delete them all and add them bank in.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Link Iris Time and Fees back to Kashflow to save re-entering fees notes.

A link from Iris Time and Fees back to Kashflow will save time re-inputting fee note data. This will enable Iris users to maintain data inegrity within Iris and also bet the benefits of the invoicing system from Kashflow
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged