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1 Vote

Bulk change nominal code / project for imported transactions

For repetitive transactions, imported by CSV file (e.g. credit card transactions) it would save time and reduce errors if they could be selected in bulk (within the Bank > [individual account] screen) and have nominal codes assigned to them thi...

Created 12 Sep 07:52 by Guest

IRIS KashFlow / Bank

0 Acknowledged
1 Vote

Pay Online Button available on monthly statements

We have customers who pay monthly and it would be a lot easier if we could put "Pay Online Button" on a statement. At the moment you can only have it on separate invoices which means the customer has to go to every each one of them to pay. Availab...

Created 11 Sep 13:11 by Barbara Laczny-Gomez

IRIS KashFlow / Payments

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1 Vote

Export only current customer data, excluding archived customers

This would be useful to only export current customers so that I'm not sending group information to people that are no longer part of our business.

Created 11 Sep 09:29 by Alastair Duncan

IRIS KashFlow / Customers

0 Acknowledged
1 Vote

Invoices marked paid

We notice that invoices payable by direct debit are being stamped 'paid' even when the direct debit payment has not been received. When a direct debit is set up for (say) the 1st of each month, the instalment invoice produced on that date is stamp...

Created 11 Sep 08:07 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Text facility against mobile number on a customer record

Contact customers/clients with an update e.g. Order ready for collection

Created 07 Sep 12:58 by Guest

IRIS KashFlow / Partner Apps

0 Acknowledged
1 Vote

clients should have access to all their companies using only one log in detail and on single dashboard.

if the client have more than one company he/she should have access to all his/her companies using only one log in detail and on one single dashboard.. making it quick and easy for the client..

Created 07 Sep 11:08 by Guest

IRIS KashFlow / Dashboard

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1 Vote

Advance reminder for imminent issueing of the next annual repeat invoice

We need to inform our anual repeat invoice custumers via email of the imminent issueing of the next annual invoice. Currentñy this is not possible in KF. So any option in KF to set the system for such an email to go out, like a month or two weeks ...

Created 03 Sep 11:39 by Guest

IRIS KashFlow / Invoicing & Quotes

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1 Vote

Merging invoices

We sometimes get Purchase orders with combined totals from different quotations. For instance: 1 quoataion for repair truck A= £ 20 and another Quotation for truck B = £ 30 then Purchase order comes with Repair truck A and B = £ 50. Therefore to s...

Created 31 Aug 15:50 by Guest

IRIS KashFlow / Invoicing & Quotes

1 Acknowledged
1 Vote

Payment

We often get our clients to mark an invoice as paid for their own debtors control purposes, however tell them not to touch the bankfeed, as we would deal with that on their behalf for VAT return preparation. However lets say two customers have th...

Created 30 Aug 15:35 by Guest

IRIS KashFlow / Bank

0 Acknowledged
1 Vote

Re-allocation of Advance Payments/IRIS Snap

If you import the bankfeed prior to publishing invoices via IRIS Snap, and have matching rules created for payments to be offset against the supplier accounts, then the payments via the bankfeed automatically get assigned to advance payment agains...

Created 30 Aug 15:15 by Guest

IRIS KashFlow / Payments

0 Acknowledged