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IRIS KashFlow

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Printing purchase/sales lists - total not showing

When printing an overdue sales/purchases list, the total amount overdue is no longer appearing at the bottom of the list. When you print the list, it also prints with the date and kashflow url at the top of the page which occasionally overwrites t...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Editing invoices - to be more user friendly

When you go into an invoice to amend something such as the company, there is an edit symbol next to the client name, for example; If you click invoices and search 12484 and select the invoice, then click the pen symbol next to the company name, ...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Email Templates: add [Project Name] to text substitutes

It would make sense to be able to refer to the project name in the email heading or content when issuing an invoice.
Michael Chadderz over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Customer credit limits - notifications when limit is reached would help.

Some sort of notification when a customer reaches their credit limit would greatly improve the system. When accepting new orders this could be checked quickly.
Guest over 5 years ago in IRIS KashFlow / Customers 0 New

Ability to batch print multiple purchases

Please can I suggest that you add the functionality to batch print purchases? This function is available for sales invoices, whereby one can select multiple invoices and then download them all as a single pdf and print them as one document. Howeve...
Guest over 5 years ago in IRIS KashFlow / Purchases 0 New

Purchase Order - Option to make it a requirement to have a PO before saving

Quite simply - if we don't have a purchase order on an invoice, we don't get paid. My biggest killer of cashflow is when I've sent an invoice, it doesn't get paid, and when I chase it's because I forgot the PO. Often, you can't just re-submit t...
Gavin over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Quick search by client or supplier

Hi is is possible please to add a feature on purchases (and Invoices) that you could quickly search for a supplier or customer. At the moment in the main, I photograph my supplier invoices on receipt bank and then when I want to edit the invoice I...
Guest over 5 years ago in IRIS KashFlow / Purchases 0 New

When issuing a credit note it should ask to receive stock to keep updated.

The stock would be updated without manual adjustment
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Highlight certain customers

Hello, i would like to know if there is a way to highlight certain customers on Kashflow so other departments can see this particular customer is highlighted for a reason, without using the Notes option, i need it to be more clear at the start of ...
Guest over 5 years ago in IRIS KashFlow / Customers 0 New

enter including vat prices for saved products/items

It would be useful to be able to enter prices into products both including and excluding vat. When retailing products with an inc vat price it would be simpler to enter the inc vat price and have the programme work out the vat. Otherwise the price...
Guest about 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New