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1 Vote

More detailed statements

Enhance customer statements to include each individual invoice descriptions, providing a detailed overview of the work carried out, alongside the invoiced amounts. on customer statements so that the statement also shows what has been written in th...

Created 31 Jan 14:06 by Guest

IRIS KashFlow / Customers

0 New
5 Vote

BUGFIX (URGENT) - Correct VAT options for Customer Profiles

Following the recent changes in readiness for Brexit, I see that my customers now have the following profile options: VAT Registered in the UK VAT Registered in the EU Based outside of the EU VAT registered in an EC Member State and I (the KashFlo...

Created 29 Dec 18:43 by Rich Mellor

IRIS KashFlow / Customers

5 New
8 Vote

Re-instate the google postcode look up button on the customer details screen

I use this button regularly to check customers invoice and delivery address when taking orders over the phone

Created 11 May 10:59 by Guest

IRIS KashFlow / Customers

1
1 Vote

To be able to view past sent statements

i am unable to view statements tht have been sent. I can only view a notes saying its been sent and the time not the actual statement.

Created 09 Jan 16:53 by Anonymous

IRIS KashFlow / Customers

0 New
7 Vote

Archiving facility of data over 7 years old

As far as I can tell we are not supposed to keep data for longer than is necessary to comply with GDPR but Kashflow does not offer any way to switch on archiving of data over 7 years old. Removing this old data would also improve performance and w...

Created 26 May 14:34 by Guest

IRIS KashFlow / Customers

0 Acknowledged
7 Vote

Remove 'United Kingdom' from address lines

Or at least make it an option. Our customes are all UK based, so to put 'United Kingdom' at the end of the address line looks ridiculous and makes it difficult to fit into a window envelope. At best, give customers a default option.

Created 23 May 09:36 by Guest

IRIS KashFlow / Customers

1 Acknowledged
6 Vote

Add Amount Paid to the top of the clients transactions profile

Hi - currently you have 'Total Invoiced', 'Amount Due' and 'Amount Overdue' at the top of the clients transactions page - if you also added 'Total Paid' to these you would have a full house of all the important information regarding the clients tr...

Created 11 Nov 17:44 by Rob Smith

IRIS KashFlow / Customers

0 Acknowledged
2 Vote

Reduce font on new design

Even on my main pc, a lot of the new design is unusable as the font size is so large - for example, the drop down menus may show 2 or 3 options before dropping off the bottom of the screen. Typing a selection from the drop-down also does not work ...

Created 06 Oct 20:10 by Rich Mellor

IRIS KashFlow / Customers

2 New
1 Vote

Format of invoices

In order to make invoices more easily understandable by customers where some elements attract VAT and others do not, or are 0%, it would be great if the columns in an invoice can be adjusted to suit the business in question.

Created 18 Oct 11:53 by Guest

IRIS KashFlow / Customers

0 New
1 Vote

Aged Debtors List including post payments

An option should be created to select if you want to include post year-end payments. For example you want to select aged debtors list as at 31.12.2022 however you want to see the balances as at today. Therefore it will remove any amounts which wer...

Created 12 Oct 13:36 by Guest

IRIS KashFlow / Customers

0 New