IRIS KashFlow

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Add multiple items to invoice

Would be helpful to have a way to add multiple lines of items when creating an invoice.We usually have between 40 to 70 items to add to an invoice. And clicking 70 times the "add line item" is time consuming.An additional button that can add 10 it...

Salem de Bezenac over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

2 VOTE

Monthly Sales Reports of multiple sales codes including sub codes

As a brewery, we have to report every drop of beer that we sell and in what package it is sold. So when we brew a beer, a new sales code is created and then 3 sub codes for cask, keg and bottle versions of that beer. When I run a monthly sales rep...

Guest over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

2 VOTE

Add "if any" or "if all" option for Matching Rules

When creating rules, you can only have one text item. So for each supermarket, i have to create a new rule. One for Asda, Sainsburys, Tesco etc. In the "search for" field, it would be good to have an option for "any of these" and be able to list...

Gavin over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

2 VOTE

As sage the ability to copy information from the field above when posting items on invoices

When posting seperate lines/items on invoices the ability to copy information from the field above ie if VAT code/description/rate is the same as the previous VAT code/description/rate. Sage as this ability by pressing F6.

Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

2 VOTE

Make the Remittance advice print out exactly as is shown on screen

When I print or email a remittance advice it changes the document. In big bold letters the words Purchase Order are printed on it but a purchase order is a totally different document in our line of business. The remittance advice is proof to the s...

Guest over 6 years ago in IRIS KashFlow / Suppliers 0 Acknowledged

2 VOTE

Emails sent list

Need to see a list, in the Kashflow system, of emails containing the invoices and/or reminders that have been sent via Kashflow.

Guest over 6 years ago in IRIS KashFlow / Other 0 Acknowledged

1 VOTE

Add extra box under customer profile additional contact

The ability to send a customer sales order to a selected contact. I.e. on the customers profile tab, under Additional Contact, add a new tick box below "Receive Invioces" labelled "Receive Sales Orders". This is very useful if your client requires...

NKB over 3 years ago in IRIS KashFlow / Customers 1 Acknowledged

2 VOTE

Re-instate the Product Code column in the P&L report drill down

When a P&L report produces "Unassigned" items and you click through to the report, you get a list of all items, not just the unassigned ones. You used to get a column in the report showing the product code as well which then makes it easy to i...

William Garton-Jones over 6 years ago in IRIS KashFlow / Reports 1 Acknowledged

2 VOTE

Please can we be able to Download the Unreconciled Bank Items to csv

This would be great for management accounts as currently I have to manually enter this all into our accounts on excel

Guest over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

2 VOTE

Remove archived bank accounts from dashboard

The dashboard is intended to give you a quick overview of where you stand but its currently quite crowded. Is there a way to remove archived bank accounts from dashboard so we're not wading through accounts that are not needed anymore? It would ne...

Guest over 6 years ago in IRIS KashFlow / Dashboard 1 Acknowledged

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