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IRIS KashFlow

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PDF Themes - being able to change multiple clients default themes at one time

I'm in a position where I'm going through a rebrand, and at one time I had selected slightly different PDF themes for some clients or suppliers, but I'm bringing them all together now under a global theme for the company. It would be really good t...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Split Aged Debtor Report by Manager / Sales Rep

It would be useful to be able to assign customers by manager / sales rep, therefore allowing aged debtor reports to be produced for each customer sales rep or customer manager as a separate report to the full aged debtor report
Gareth Cook almost 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

Bank feeds should update faster

Hi Kashflow! I noticed that the bank feeds are never up to date and it always takes about 1 week for new transactions to show up, which means when someone pays me, I have to wait 1 week to be able to see the transaction and match it in Kashflow wh...
Guest almost 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

Add a sales order number function

it would help to be able to keep track of sales an purchases for a particular order as not always do customers provide a po number
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Is it possible for Bank view to be changed so that we can see the name of our customer/supplier against the transaction code.

No description provided
Guest almost 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

Kashflow SMS API

I think it would be useful to be able to send SMS reminders from within Kashflow either to confirm an Invoice has been received or payment due. It could be useful to engage lapsed customers as well. My thinking is that most people keep their phone...
Guest almost 8 years ago in IRIS KashFlow / Other 1 Acknowledged

REMINDER LETTERS,

I would like to be able to edit the headings on the reminder letters, this would help not to upset customers.
Guest almost 8 years ago in IRIS KashFlow / Other 0 Acknowledged

Ability to report on quantity purchased

Currently there is no way of reporting on quantity purchased. Need a report to display (for a selected supplier) invoices line by line detailing quantity, amount per unit and cost.
Jason Everitt almost 8 years ago in IRIS KashFlow / Reports 1 Acknowledged

Ability to put Invoices on hold

We have a number of wholesale customers who place orders then due to budgeting, or other considerations need to put their order on hold. It would be great if we could put an invoice on hold rather than delete it. The monies showing as on hold and ...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

To be able to part ship orders

We have a lot of part shipments from orders & it would be very useful to be able to invoice part of the order and the balance at a later date.
Jeremy Goldberg almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged