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2 Vote

Bulk Customer Statements

It would be great if there was a way you could send out customer statements 'in bulk' to everyone, on say 1st of every month, rather than one-by-one individually.

Created 01 May 10:43 by Guest

IRIS KashFlow / Customers

0 New
3 Vote

Make Quote & Invoice reference boxes remember previous inputs

I run a gardening business and have several hundred customers. I visit each customer 4 times regularly throughout the season. For example all of my customers get a spring visit and are invoiced as such. To make it easy to group these invoices I us...

Created 12 Jan 08:07 by Rob Smith

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
3 Vote

Ability to edit the statement template to change item description field displayed

I have been advised by Support that it is not possible to edit the layout of your default Statement template, or to create a new statement 'Theme' as one can do with invoices and quotes. The standard template includes a field for 'Purchase Order',...

Created 10 Jan 16:11 by Russell Sim

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Email Kashflow Monthly Invoices to a Separate email

It would be great to be able set Kashflow invoices to email direct to a second email (say accountant or book-keeper). This is for the invoices for paying for Kashflow itself

Created 11 Aug 12:33 by Guest

IRIS KashFlow / Uncategorised

0 New
3 Vote

I think it would be a good idea for Kashflow to automatically save any work being done before it times out!

i run my business as well as do all my invoicing and sometimes get distracted by work issues, yesterday I spent over an hour on one invoice and had a work call just as I was finishing invoice, the call led to some problems I had to sort and I forg...

Created 05 Jan 09:15 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Will not implement
2 Vote

Matching Rules not recognised any more if more than one word

Before the recent updates to the bank feeds you could have a couple or few words to search for in the matching rules. However, now it's only one word that KashFlow recognises and therefore this function has limitations as you might not have just o...

Created 23 Apr 07:07 by Katerina Kurgane

IRIS KashFlow / Bank

2 New
2 Vote

Journal entires in Nominal Ledger Report to show journal name/title

The journal entries in the nominal ledger report (NLR) only show the journal number and the Narrative relating to that particular line item. Is there anyway of getting the journal Comment (ie the journal title) to appear in the report? For example...

Created 15 Apr 13:35 by Jo Godwin

IRIS KashFlow / Reports

0 New
2 Vote

VAT payments, is there anyway of showing the outstanding VAT payment on the front page of dashboard

VAT payments, is there anyway of showing the outstanding VAT payment on the front page of dashboard as once VAT period passed the amount due out is reduced by the VAT amount being paid. This would help especially now that payment is suspended unti...

Created 14 Apr 12:01 by Suzanne Thompsett

IRIS KashFlow / Dashboard

0 New
3 Vote

Can we have the ability to download the quote report as a CSV file?

This would be useful as we currently use quotes as a record of orders not yet despatched as there is no step bewteen quote and invoice. It would be extremely helpful to be able to download this info as a CSV

Created 22 Dec 15:11 by Guest

IRIS KashFlow / Reports

0 Acknowledged
3 Vote

Display customer order number on the invoices and stats page

Currently only the invoice number is displayed this makes it difficult when searching for a customer order when the only information you have is their order number.

Created 22 Dec 15:08 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged