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2 Vote

Journal fliter improvements (Future, This Month)

In the Journal list page when last month is selected only get last months journals list. If select this month get this month and all future journals (for accruals and prepayments). Expected to just see this months. Would also be good to have a fut...

Created 09 Feb 13:57 by Nic Atkin

IRIS KashFlow / Other

0 New
1 Vote

Email SENT box

Please could you add an Out or Sent box for invoices sent by email. Rather than just the Log that tells me it has been sent. It would be extremely helpful to look back at the email as I often add prices and additional info on the email itself, but...

Created 20 Jun 15:08 by Steff Davies

IRIS KashFlow / Invoicing & Quotes

0 New
2 Vote

Amend customer details via CSV (or API)

Problem It is not possible to amend an existing Customer records via CSV. Managing the accuracy of data is required by law, amending manually in KashFlow is slow and inefficient. I have systems that check the company name, the registered addres...

Created 04 Feb 21:08 by David Evans

IRIS KashFlow / Customers

0 New
2 Vote

Add OUTSTANDING BALANCE as a text substitution option so that it can be included In statement emails

Customers seem to respond well to being told exactly how much is overdue on their account. It would make sending out statement emails much easier if the total outstanding amount could be included in the body of the email via text substitution.

Created 04 Feb 12:26 by Janet

IRIS KashFlow

0 New
1 Vote

be able to add pdf to quotes or invoices

i want tot be able to add pdf to a quote which has a lot of information but no facility to do this

Created 16 Jun 12:45 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
2 Vote

Report to show sales 'totals' based on 'product code' (not just sales code) all in one spreadsheet!!!!

At present the total number of products sold in a time frame can only be shown one product at a time in the sales history. This is very time consuming analysis if you have many products. Alternatively you can view income by product but it doesn't...

Created 27 Jan 19:59 by Nick Robinson

IRIS KashFlow / Reports

0 New
2 Vote

P&L report for cash accounting

Any business who runs a cash accounting business would find this useful. The VAT return takes this into account, but the P&L is currently a traditional report based on invoice raised, Whilst the Business activity report helps, it would be very...

Created 24 Jan 12:15 by Guest

IRIS KashFlow / Reports

0 New
3 Vote

Printing price list

Would be good if we could print off the price list of our products.

Created 05 Sep 17:03 by Barbara Laczny-Gomez

IRIS KashFlow / Reports

0 Acknowledged
3 Vote

Under 'Project' I can currently get a pie chart for 'Income By Sales Code'. It would be really useful for me to be able to have a similar pie chart available for expenditure please.

In discussions with another business partner

Created 04 Sep 14:09 by Guest

IRIS KashFlow / Projects

0 Acknowledged
1 Vote

Option to exclude archived accounts in the dashboard

When an account has been reconciled with zero balance and the account closed, I can archive it in Kashflow. I really don't need to see those accounts and zero balances in the dashboard.

Created 10 Jun 15:08 by Lindsay Smith

IRIS KashFlow / Dashboard

0 New