Help us improve

1 Vote

to be able to see the reminders for invoices that get sent out.

We have many clients that say they never receive a reminder for payment. we would then be able to see when it was sent to them.

Created 04 Jul 16:32 by Guest

IRIS KashFlow

4
1 Vote

Add another column in the All Customers report from the option tab to show the detault email template

The All Customers report is very useful to us and we would like to see another column added in this report to show the 'Default Email Template' from the options tab. Is this possible as it's only another field of data?

Created 03 Jul 11:54 by Guest

IRIS KashFlow / Customers

1
1 Vote

Able to type in the email when sending multiple invoices

When choosing all the invoices to be emailed to a customer at the end of the month, it would be useful to be able to enter text in the body of the email before it is sent.

Created 03 Jul 11:24 by Guest

IRIS KashFlow / Customers

0 Acknowledged
1 Vote

Including number of days on the detailed debtors report

Some factoring companies stipulate that the aged debtors breakdown includes the number of days. If it is too onerous to export to Excel and add a column, a business may choose to move across to another software provider such as Sage or Xero.

Created 03 Jul 10:21 by Guest

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

Allow Journal Templates to be edited

Journal templates are a useful shorthand for entering multi account entries, a prime example being paying your tax liabilities (Income tax & NI) each month. The problem is the values change from time to time (typically each tax year) meaning y...

Created 03 Jul 06:26 by Guest

IRIS KashFlow / Other

0 Acknowledged
1 Vote

Filter on Transaction Report

When assigning transactions to either invoices or purchases using a transaction report, it would be extremely useful to filter on the "Code" so that you do not have to scroll through the report to find e.g. every entry with the "Code" of "Subcontr...

Created 29 Jun 16:08 by Guest

IRIS KashFlow / Bank

0 Acknowledged
1 Vote

CREDIT NOTES

The process of applying a credit note is backwards! You should re code the system to say credit note applied not applying credit applying credit is suggestive not as final as credit note applied - some companies will reject this

Created 27 Jun 09:15 by Guest

IRIS KashFlow / Invoicing & Quotes / Purchases

0 Acknowledged
1 Vote

The pension crosstab saves as payroll crosstab

This is a fault not an idea. If you do not notice when saving the file, the payroll tab report is overwritten. It needs to save as Pensioncrosstab!! Urgent please.

Created 25 Jun 17:13 by Guest

KashFlow Payroll

0 Already exists
1 Vote

Credit Limit for multiple invoice customers

Example here to use: We have a customer that makes multiple small purchases, we invoice for each purchase but he doesn't pay until all of the invoices amount to £50. Similar to a monthly statement, except that £50 could be reached in a week or 7 ...

Created 22 Jun 13:45 by Guest

IRIS KashFlow / Customers

0 Acknowledged
1 Vote

Default Codes on Bank Accounts

When setting up a new chart of accounts in KashFlow Connect, You can't re-code the bank accounts by default. This means every time you create a new client you have to go to "Bank" and edit the code, for every account.

Created 22 Jun 07:48 by Guest

IRIS KashFlow Connect / Settings

0 Acknowledged