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IRIS KashFlow

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Add a switch to select between 'Proforma' and 'Quotation' as it is created.

Quite a few of my customers want a quotation, but my system is usually set up for proforma invoice. If I send a proforma when they wanted a quotation, it would seem a bit presumptuous. So I have to go to settings and change from proforma to quotat...
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

During bank reconciliation, make running balance visible at all times as you scroll up and down.

When I'm doing a bank reconciliation, I like to check each day's statement balance against the running balance as I work down the list. To do this, I have to scroll up to the top to check the running balance and then go back to where I was. If the...
Guest almost 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

Allow bank transactions that are created through the Match/Create/Transaction route to be allocated to more than one code. At present the system only allows you to post to one. Many invoices have more than one item ( carriage/assets/repairs/ etc). The same would be useful for bankings using the same process.

It will allow multi-item invoices to be created direct from the bank instead of going through the long winded creating an invoice route.
Guest almost 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

I would like to be able to see quotes which have subsequently been converted to invoices.

It would benefit me and would be a tracking mechanism for the accounts department in my company
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Remove prices on individual items,just one total on quote.

You have the ability to remove the end total on a quote / estimate but not the other way around. Id like to see the totals from each line removed to just show the complete total for all lines. Perfect for people who don't want to show individual c...
Gareth Hope almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Main Menu - Capital 'I' for Purchase Invoices instead of poor grammar Purchase invoices???

Poor grammar, looks sloppy
Guest over 1 year ago in IRIS KashFlow / Purchases 0 New

remove country

PLEASE remove the United Kingdom at the end of customer addresses. I aleady have to fit addresses in to a standard envelope window. This is so annoying and looks unprofessional
Guest almost 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

Can you give users the ability to adjust the column sizes.

Is it possible for the column sizes to be changed by the user (such as customer, job references, invoices screen)? The customer column is enormous but the other columns are a lot smaller and you can't see all of the detail.
Guest almost 7 years ago in IRIS KashFlow / Other 0 Acknowledged

Ability to sort matching rules alphabetically

Ability to sort matching rules alphabetically
Guest over 3 years ago in IRIS KashFlow / Bank 0 New

Extra Column for Paid Date on Invoice/Purchases

When viewing the invoices or purchases screen overview you get to see the basics of entered details, but I feel and would find the option to see when something was paid, rather than just "Paid" a real bonus Issue: when entering invoices/purchases ...
Ben almost 7 years ago in IRIS KashFlow / Customers / Invoicing & Quotes / Suppliers 0 Acknowledged