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1 Vote

Accidentally deleted invoices to be retrievable.

Please make accidentally deleted invoices retrievable. Storage capacity as reason for not implementing this option should not be a problem because invoices are not meant to be deleted, hence, not a reality in practice. HMRC does not allow for invo...

Created 18 Dec 10:17pm by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Change product code default globally

The current system allows you to change the default code/product which will then set each subsequent new customer with that default...you can change the default code on a per customer- one by one basis but not globally. I would like to be able to ...

Created 18 Dec 06:20pm by Guest

IRIS KashFlow / Customers

0 New
1 Vote

Import Customers - First Name & SUrname Fields

When you export customer details from KF, first name and surname fields are included. When you try to import the data back to KF, there are no field to allow this!

Created 12 Dec 11:55am by Guest

IRIS KashFlow / Customers

0 New
1 Vote

Mix and match payments methods for customers and invoices.

Hi, My default payment method displayed on the invoice is PayPal and many of my customers use this. I'd like to use GoCardLess Direct Debits on certain invoices, but if I activate GoCardLess I lose PayPal. I'd like to see the ability to pick an...

Created 9 Dec 02:40pm by Paul Craven

IRIS KashFlow / Payments

0 New
1 Vote

The ability to search invoices and do reports using an internal 'job number' or 'order number'

Sometimes in our business we need to search how many invoices or value (£'s) we have raised for one 'job', many of our customers have multiple sites. I would like the ability to use an internal reference number to report per job.

Created 9 Dec 09:51am by Louise Saunders

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Printing purchase/sales lists

When printing an overdue purchase or sales list, selecting "100 items" and printing does not take into account the second or third page which means having to print 2 or three separate lists for what should be compiled onto one list. Please amend t...

Created 5 Dec 03:09pm by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Creating purchases/sales invoices

The KF number used to be given once the purchase has been put on, this was a better system because there is no way of someone forgetting to save the invoice whilst thinking they have put it on (you only get a ref number once you have fully complet...

Created 5 Dec 03:05pm by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Bank reconcilitions - no balance at the bottom

When completing the bank reconciliation, it does not tell you the "kashflow closing balance" and "statement closing balance", this was a helpful feature for working out where the difference is

Created 5 Dec 03:03pm by Guest

IRIS KashFlow / Bank

0 New
1 Vote

Printing purchase/sales lists - total not showing

When printing an overdue sales/purchases list, the total amount overdue is no longer appearing at the bottom of the list. When you print the list, it also prints with the date and kashflow url at the top of the page which occasionally overwrites t...

Created 5 Dec 03:00pm by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Editing invoices - to be more user friendly

When you go into an invoice to amend something such as the company, there is an edit symbol next to the client name, for example; If you click invoices and search 12484 and select the invoice, then click the pen symbol next to the company name,...

Created 5 Dec 02:59pm by Guest

IRIS KashFlow / Invoicing & Quotes

0 New