Help us improve

166 Vote

Individual Customer Price Lists

When producing invoices it would be helpful to have automatic special prices for individual customers. We create around 60 invoices per day on a live basis each having different prices. It would be quicker if they were set up on the system already.

Created 10 Jan 09:11 by Guest

IRIS KashFlow / Uncategorised

6 Planned
59 Vote

Comparative Reporting for Profit & Loss and Balance Sheet

We really need to be able to look at the Profit and Loss account and Balance Sheet for a comparative period side by side with a current period.

Created 10 Jan 09:16 by Guest

IRIS KashFlow / Uncategorised

6 Planned
17 Vote

Update Product Pricing in Bulk

At the moment we have to go into each product individually to update pricing on over 500 products. I'd like the ability to view and edit the pricing and description on products from one page and the ability to bulk update.

Created 08 Jan 11:58 by Guest

IRIS KashFlow / Other

2 Planned
19 Vote

the ability to add text to customer statements, as in invoices.

My new customers often ask for bank details when presented with a statement, even though the details are on every invoice. I would like to be able to amend the statement format like I can amend the invoice format. Also useful to add 'please advise...

Created 10 Jan 09:20 by Guest

IRIS KashFlow / Uncategorised

1 Planned
16 Vote

Updating a product price list using CSV imports

Currently we cannot update or delete a product import CSV file. I have a client who uses the software who wants to be able to update the CSV product import on a monthly basis to update the system with new prices or new products.If you try and impo...

Created 10 Jan 09:17 by Guest

IRIS KashFlow / Uncategorised

1 Planned
11 Vote

Project names in journal

Currently when using projects in journal it just show the number, the name would be handy too, it looks like it should be there after the -

Created 10 Jan 09:19 by Guest

IRIS KashFlow / Uncategorised

0 Planned
8 Vote

Report Builder

To be able to extract fields from various areas such as invoices and purchases for example.

Created 12 Jul 13:51 by Guest

IRIS KashFlow / Invoicing & Quotes

3 Planned
7 Vote

Insert missing months in bank recs

We noticed that a month was missing in 2014 as it had been deleted in error (not sure why). We had to delete all the years from 2019 back to 2014 and reconstitute the reconciliations despite all the remaining months being completed and reconciled....

Created 31 Jan 12:39 by Guest

IRIS KashFlow / Bank

0 Planned
8 Vote

Split entry facility in bank accounts

I want to be able to make one entry (say in my Credit card account) which has more than one category of item purchased within the same reciept. I might have a receipt which has two items on it that break down into two categories, perhaps Purchasin...

Created 10 Jan 09:22 by Guest

IRIS KashFlow / Bank

2 Planned
3 Vote

On Screen Monthly P&L

It would be useful to view a P&L by month on screen, rather than have to download to excel each time. It would also be really good to click on the values in the P&L report and go directly to the nominal account.

Created 05 Nov 15:48 by Guest

IRIS KashFlow / Reports

0 Planned