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Flexibility to move logo on pdf templates

The option to range a logo left, centre or range right on a pdf template only exists on the classic theme. It should be available on any new theme so users can customise their invoices etc. After all, that's the customer-facing document.

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

2 VOTE

Adding products to a quote / invoice by searching the product code not the description.

As we give codes to customers, they use these when ordering. It would be easier to enter onto an invoice if you could just start typing the code. It would be much quicker. Also why is it each product code will only display up to 10 consecutive pro...

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

2 VOTE

To reverse the view of reconciliations

When we reconcile - after clicking on 'Reconcile' the page displays all the previous reconciliations. The oldest ones being displayed on the top page. I think it would be much more useful to have the latest on Page 1. Could the order be reversed?

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

2 VOTE

Additional Users - Project Only

We have administration staff who need to set up projects, but not have access to the other information on Kashflow. Please could you make this possible.

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

2 VOTE

CIS Split

It would be very helpful (for customers in particular) to have a summary at the bottom of an invoice of the total labour costs and total material costs within that invoice. Although Kashflow does calculate the CIS, when an invoice is considerably ...

Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

2 VOTE

Lock out banks

We use multiple banks in Kashflow and need to hide some of them from some of the staff.

Gary BATTEN over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

2 VOTE

Multiple Budgets On Projects

We have a projects that use 3 or more pots of budget for billing and expenses. Please could there be a solution to integrate split budgets in to the projects. This would help immensely as currently we use several spreadsheets to do this job.

Jonny Shire over 6 years ago in IRIS KashFlow / Projects 0 Acknowledged

2 VOTE

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

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