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My Ideas: IRIS KashFlow

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A different colour for overdue invoices in the Batch Payment Screen

In the Batch Payment screen, there is no way of telling which invoices are overdue as they are just listed by invoice date. All my suppliers have different payment terms so it would be useful to show the overdue ones in a different colour.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Released

Improved invoice design options

All our customers pay by bank transfer, I therefore provide our account and sort code information on the invoice. This is currently within the footer section but it is only 8 point - far too small for such important detail. I can alter the font ty...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Released

Label printing of multiple customer addresses to Dymo printer

I really need to be able to print address labels from within Kashflow so I can send magazines to many advertisers.In Sage it was very easy to do - select multiple customers, press "Labels"- job done!
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Released

Clearing old imported bank transactions

I started using Kashflow from a set date. I accidentally imported transactions from before this date. If i look at previously loaded transactions these always appear (way down the page so I don't see) They often get matched, usually wrongly when i...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Released

Country field in Customer import template

The import template for Customers does not include a field for Country. With many non UK customers I have had to import and change each of these individually.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Released

Invoice emailed flag.

A flag to show you have (or haven't) emailed an open invoice to the client
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Released

Quote reports that can be run for quotes not converted to invoices - ie outstanding quote

We have now started to use Kashflow quotes. there aren't any reports that can be run for quotes not converted to invoices - ie outstanding quotes. Also unable to search on an actual quote reference number - if someone quotes their quote reference ...
Guest about 8 years ago in IRIS KashFlow / Reports 1 Released

Reporting using "Quotes" data

I would like to be able to have some reporting available for "quotes". We are using quotes as sales orders i.e. documenting accepted orders not yet shipped or invoiced and need to be able to easily see, for example, how much of product A we took s...
Guest about 8 years ago in IRIS KashFlow / Reports 0 Released

Reminder Email when VAT Payment Due

When I generate and submit a VAT report, it would be great if Kashflow were able to email me a few days before VAT payment is due. The date VAT payment is due varies a little according to the payment method, but it can be calculated quite simply (...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Released

An email icon next to quotes when they've been sent just like when you have sent invoices!

I am regularly working on more than one quote at a time, while I'm waiting for prices to come back. I don't like the fact I have to click into the quote to see if it has been sent yet. A little email icon appearing next to the quote number like wi...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Released