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IRIS KashFlow

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Historic stock listing

A way to print a report which gives a stock listing at a particular date would be helpful. I am trying to calculate my stock figure for my accounting year end which was 4 1/2 months ago and the current stock list is no use.
Guest over 7 years ago in IRIS KashFlow / Other 1 Acknowledged

Purchase Order Report

I would like to have a purchase order report the exact same as we have for sales orders. This would enable me to cross reference my sales orders against the purchase orders
Guest over 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Bank transactions filter

Please can you introduce a filter for bank transactions. It's a laborious task when you have to edit multiple transactions of a similar nature spread across multiple dates, a simple filter on the comment would be a great start. It would also be hu...
Ryan T over 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

SMTP configuration - Allow email to be saved in IMAP Sent folder

Not all mail servers automatically save sent mail. Gmail does, but many don't. Hence if SMTP configuration is switched on, outgoing mail is not saved in sent mail. This is an issue as we want outgoing mail, e.g., invoices, saved. The solution is f...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Purchase Orders in Projects

If there was a Purchase Order field in the Project page which dragged across to the global project report it would save me a lot of time doing VLOOKUP function searches and cross referencing for monthly reports. It could also automatically populat...
Jonny Shire over 7 years ago in IRIS KashFlow / Projects 0 Acknowledged

Sage converter to bring over customer and supplier default nominal code

When bringing over the supplier and customer data, can you make it so it brings over the default nominal codes for each customer and supplier too. At present, when a conversion is processed, all the data transfers perfectly, except it omits which ...
Guest over 7 years ago in IRIS KashFlow / Partner Apps 0 Acknowledged

Assign multiple Customers to a project

At the moment you are able to assign one Customer to a project but this doesn't auto fill the project box. To save time when posting invoices it would be good if, when you create invoices, those customers are automatically assigned to a project.
Guest over 7 years ago in IRIS KashFlow / Projects 0 Acknowledged

Unassigned Departments Report

To retrieve information which shows me a list of all items not assigned to a department
Guest over 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Date range to be the same from Profit and loss report to the nominal code breakdown

When entering the date range for the profit and loss or balance sheet report and then looking at the different nominal codes ie: sales, the date range changes. It would be of great help if it could copy the date range across.
Emma Ransom over 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Include interest that could be charged on overdue invoices invoices

It was a really useful function on the old kashflow
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged