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IRIS KashFlow

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Facility to add payment options to Customer Statement

If we could add all payment option details to the bottom of customer statements then there would be no need to refer to or attach the invoices referred to in statement
Guest over 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

Bank Feeds - Show actual invoice/purchase dates as well as due dates when matching

No description provided
Guest over 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

Produce a packing slip from Quote

In order to create a packing slip, a quote must first be converted into an invoice. This instantly gets added to our creditors list which would be fine if we were a retail outlet, however, we use the packing slip as a substitute for a job sheet an...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Total value of quotes under catagories/flags

It would be usefull to see the total value of quotes sent or pending a customer decision and total value of quotes won or lost etc. In other words you would be able to see the total value of quotes under a specific category/flag so that you can tr...
Guest over 7 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

Reports to view revenue by Account Manager

In a lot of businesses Account Managers are paid bonuses for how much revenue they bring into the company. There is a field in KashFlow that allows us to add the Account Manager to the client account but this doesn't allow us to run a report that ...
Guest over 7 years ago in IRIS KashFlow / Reports 1 Acknowledged

Link a subcontractor (supplier) to a customer

I'm an agent matching subcontractors to customers for projects - there's currently no way to automatically link subs automatically to their customers. This means I have to create all the records manually through projects. I'd like to be able to ch...
Guest over 7 years ago in IRIS KashFlow / Suppliers 0 Acknowledged

Adding a reference to invoices

An addition of a Reference for each invoice means you don't need to click on invoices individually to find out what they were for.
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

A way to associate imported PayPal purchases with invoices

Hi, I was quite surprised this wasn't already a feature. I spoke to support, and they have told me as such Basically, the idea is that when you are importing "purchases" from PayPal into your account, you get the option to CREATE a new purchase, b...
Guest over 7 years ago in IRIS KashFlow / Partner Apps 1 Acknowledged

Annual or Multi-year Subscriptions - why are these not offered?

Why does KashFlow not offer the option to pay for a full 12 months subscription in advance - with a suitable discount being applied, rather than just the ongoing Monthly subscriptions at present? Or even better, to reward your many loyal subscribe...
Guest over 7 years ago in IRIS KashFlow / Other 0 Acknowledged

Purchase Sub-Codes in BANK

The ability to use purchase sub-codes when adding purchases through the Bank option. At present we can do this through Purchases but there is no way to assign a sub-code, only the main nominal code.
Guest over 7 years ago in IRIS KashFlow / Bank 0 Acknowledged