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3 Vote

Adding products to quote & invoices

To add products it would be very helpful to have an overview of our products when 'Add line item' button is clicked and to be able to scroll down them to select the product the customer has ordered.

Created 26 Jun 16:39 by Kevin O'Neill

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
3 Vote

Import Chart of Accounts

You have added in the ability to "Export" a chart of accounts from KashFlow Connect. What would be ideal if you also add the ability to "Import" chart of accounts. I have a 500 line COA I want to set as a default for all my customers and I have to...

Created 22 Jun 07:50 by Guest

IRIS KashFlow Connect / Settings

1 Acknowledged
3 Vote

Products & Services

Products and Services are what business is about. These should be viewable at the touch of a button. A button should be available on the LHS 'Products & Services' to view and edit. As a new user learning the system it takes at least three butt...

Created 20 Jun 10:06 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
3 Vote

Ability To Select Contact When Sending Invoices/Quotes/Purchases/Statements etc

So the new multiple contact implementation is active now, and it leaves a lot to be desired. Currently you can add multiple contacts to a customer or supplier and mark if each contact should receive invoices/purchases (which apparently also applie...

Created 29 May 08:58 by Guest

IRIS KashFlow / Customers

1 Acknowledged
3 Vote

On a customer tab, be able to select a few invoices for download

At the moment if i want to download a few invoices from 1 customer, I have to go to the invoice page and find the invoices I want to download (which is not easy) and select them and then they all get downloaded on a single PDF. It should be possib...

Created 24 May 09:23 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
3 Vote

When Add Customer now

When Add Customer now and update, it loses the customer page you just created, this need to change to as it was

Created 22 May 15:03 by Guest

IRIS KashFlow / Customers

1 Acknowledged
3 Vote

I would simply like to see a Due date on my Purchase Invoices (Orders...beacause you don't have PI's)

I would simply like to see a Due date on my Purchase Invoices (Orders...beacause you don't have PI's) And in the Aged Creditor reports. We have a lot of Suppliers and therefore need a sensible understandable print out like you could get in Sage, Q...

Created 21 May 14:40 by Guest

IRIS KashFlow / Payments

1 Acknowledged
3 Vote

Be able to select a default payment method by customer or to enable to Pay Online button for select customers.

There is currently no option to select a default payment method by customer or to enable to Pay Online button for select customers. We have some customers who would like to pay by "Pay Online Button". Unfortunately we need to enable/disable this f...

Created 20 May 06:41 by Guest

IRIS KashFlow / Customers / Payments

1 Acknowledged
3 Vote

Description field on Prepayments and Accruals list

add the description line to the list generated by the prepayments and accruals report so we can see what the invoice relates to.

Created 17 May 13:07 by Anonymous

IRIS KashFlow / Reports

0 Acknowledged
3 Vote

On the bank transactions view, indicate which transaction have been cleared/reconciled

This would allow users to see what's been cleared in kashflow by the online bank import at a glance. Very useful when you are trying to identify recurring entries which perhaps have not yet appeared in the bank import or they are not of the same v...

Created 17 May 10:37 by Guest

IRIS KashFlow / Bank

0 Acknowledged