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IRIS KashFlow

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Financial Project Report - Run the Global Project Report for a particular time period for all projects - not just for individual projects

We wish to monitor profitability of all projects for a particular time frame - e.g. per month, quarter or per financial year. Being able to see this information without having to manually compile it, will leave time to actually manage the projects...
Guest almost 7 years ago in IRIS KashFlow / Projects 0 Acknowledged

Make all the search functions search in the same way

Depending on the search box you use, there are different rules which govern each. For example in some you may input the second part of a customers name (eg Smith) but the search box needs the beginning of the name (which you may not recall off han...
Rob Smith almost 7 years ago in IRIS KashFlow / Other 0 Acknowledged

Make Quote & Invoice reference boxes remember previous inputs

I run a gardening business and have several hundred customers. I visit each customer 4 times regularly throughout the season. For example all of my customers get a spring visit and are invoiced as such. To make it easy to group these invoices I us...
Rob Smith almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Ability to edit the statement template to change item description field displayed

I have been advised by Support that it is not possible to edit the layout of your default Statement template, or to create a new statement 'Theme' as one can do with invoices and quotes. The standard template includes a field for 'Purchase Order',...
Russell Sim about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Can we have the ability to download the quote report as a CSV file?

This would be useful as we currently use quotes as a record of orders not yet despatched as there is no step bewteen quote and invoice. It would be extremely helpful to be able to download this info as a CSV
Guest about 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Display customer order number on the invoices and stats page

Currently only the invoice number is displayed this makes it difficult when searching for a customer order when the only information you have is their order number.
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Invoice Search Bar Improvement

In the invoice module you can only really search for a specific invoice by invoice number - that's great if you have the invoice number to hand or can remember it, but wouldn't it be great if you could search for invoices by customer (I know you c...
Rob Smith about 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Display the Project and Purchase / Sales code when you display Purchase / Sales item

I need to see the Project and Purchase / Sales code for items, but when I look at a Purchase / Sales item it only shows the Description. There is plenty of space to be able to display the Project and Nominal code (Purchase / Sales) because it is s...
Guest about 7 years ago in IRIS KashFlow / Purchases 2 Acknowledged

Be able to switch user at log in page

Currently you need to close the browser to change user details or purposely fail security before it let's you log on to a different account. This can become frustrating for multi account users like myself (I have 3 sperate accounts) as whilst wo...
Guest about 7 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Accountants access to be able to amend data even when lock dates are set up

Once the lock date applies, it would be useful if the client was unable to enter data or amend data before the lock date but the accountant can access and amend data, submit journals even when the lock date stops clients from doing so. I have foun...
Emma Ransom over 7 years ago in IRIS KashFlow / Other 0 Acknowledged