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IRIS KashFlow

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Shortcut from Dashboard for Quotes

I have noticed the financial information on the dashboard short cuts you to the data, however I am using the flags on my quotes and they show on the dashboard but you can not click straight to the data.
Guest over 7 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

A Flag to let you know that you have selected more than 100 invoices to pay

I have one supplier that has over 100 invoices each month. Firstly it takes forever to find all the invoices due to the date order in Batch Payments, and then when I have ticked all the invoices, to then find I have selected over 100 and have to s...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Bring back column totals!

On the old interface design, when you looked at any period of time in your banking, there was a column total for both in and out, next to the opening / closing balances. This has mysteriously been dropped in the new interface, which seems like a b...
Guest almost 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

To be able to assign more than one customer to a project.

The nature of our projects is that there may be more than one customer to each project. Allocation of more than customer to project would allow more meaningful review of the project 'performance' rather than simply of the customer.
Guest almost 8 years ago in IRIS KashFlow / Projects 0 Acknowledged

To be able to enter a batch of supplier invoices

To have the option of entering a number of supplier invoices on one screen, the current system is very time consuming.
Emma Ransom almost 8 years ago in IRIS KashFlow / Purchases 0 Acknowledged

When converting quote to invoice have a function to select individual line item.

Quotes are raised showing a full breakdown but the customer may only choose certain options from the quote. Currently the whole quote gets converted to an invoice but it would be helpful to be able to choose what the customer ordered and convert j...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Automatic credit control report

A report to ascertain who is on or who is not on credit control
Rodger Random almost 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

Sales History report

One history report to list all sales codes between dates - very quick to see what has been invoiced. And why does the pull down screen sow all codes in teh system and not just the sales codes
Andrew Mills almost 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

Allow 3D Secure payment gateways

Currently Kashflow does not allow payment integrations to use 3D secure. This is standard practice now and we are missing out without this service.
Guest almost 8 years ago in IRIS KashFlow / Payments 0 Acknowledged

Make the column width adjustable in 'standard view'

I have created a test invoice and taken a screenshot to show you what I mean. The Customer column is too wide and the Purchase Order column is too narrow for my requirements. On spreadsheets like Excel you can click and drag to adjust the column w...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged