IRIS KashFlow

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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...

Steff Davies over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

2 VOTE

PURCHASES PAID BY DIRECT DIRECT / FASTER PAYMENT IN DROP DOWN BOX

We pay our normal suppliers on out purchase ledger by faster payment or by direct debit. We no longer have a cheque book. It would be useful to have these in the drop down box when paying suppliers.

Guest over 5 years ago in IRIS KashFlow / Purchases 1 Acknowledged

2 VOTE

Customer statement current/30/60/ 90 plus days breakdown

On our old system, when sending customer statement we had the option of a current/30/60/90plus days or current / 1 month / 2 month 3 months plus at the bottom of the statement. ( no due date). This is helpful to both customers & ourselves.

Guest over 5 years ago in IRIS KashFlow / Customers 0 New

3 VOTE

Ability to scroll through all invoices for one customer

Instead of having to click on each individual invoice for a certain customer in order to be able to see the details you should be able to open one invoice and then scroll backwards or forwards through each of their invoices. Currently if you do th...

Guest about 8 years ago in IRIS KashFlow / Customers 0 Will not implement

3 VOTE

Contra customer and supplier ledger

Need a simple method to be able to contra between the supplier and customer ledgers without having to set up a dummy bank account. It is needed because it is very easy for clients to forget to change the date when creating the contra payment meani...

Jason Everitt about 8 years ago in IRIS KashFlow / Customers 1 Will not implement

2 VOTE

Password to switch accounts

I have customers who would like to link there accounts but are worried about security. It would seem to be infinitely sensible to have to enter a password when switching so access can be restricted as not all users are common to both companies.

Guest over 5 years ago in IRIS KashFlow / Other 0 New

2 VOTE

ability to change the stamp

Some of our costumers find it offensives the big red stamp. I would suggested to add an option where you are able to change the size and the colour of the stamp to fit the purpose.

Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

2 VOTE

DECENT SUPPORT

Please sort out the support, which is currently awful and has led to me considering whether I want to remain with Kashflow. I want to speak with a person, not a chatbot, or be fobbed off with one-line emails that require multiple subsequent follow...

Guest over 5 years ago in IRIS KashFlow 1 Acknowledged

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

Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

2 VOTE

Balance Sheet to be brought into line with accounting principles

Your balance sheet report doers not comply with accounting practice. It has only "current" assets and liabilities. The categories of fixed asset, current assets etc need to be expanded to allow for chart of account items to be placed in "Long-Term...

Guest over 5 years ago in IRIS KashFlow / Reports 0 Acknowledged

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