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3 Vote

A fast method of assigning project numbers to transactions.

We use projects extensively for reporting purposes in our charity. We bring in circa 300+ Paypal payments in a month and each generates two transactions - the actual sale and the Paypal charge giving upwards of 700 transactions. At present the onl...

Created 10 Jan 09:24 by Nick Robinson

IRIS KashFlow / Projects

1 Acknowledged
3 Vote

Reminder letters (non credit-control)

It would be good to be able to send out reminder letters eg a follow-up review request 1 month after invoice has been issued, or annual service reminders etc

Created 10 Jan 09:24 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
3 Vote

A sales and purchase ledger report

It would be useful to be able to print off a sales and purchase ledger report for the end of year. This normally shows unpaid invoices, invoices issued during the period less payments for a particular period.

Created 10 Jan 09:24 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
3 Vote

On the balance sheet, clicking on 'debtors control account' should only list unpaid/overpaid items, not the complete history.

No description provided

Created 10 Jan 09:24 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
3 Vote

Ability to enter gross unit rate on an invoice line item

Ability to enter gross unit rate on an invoice line item, so clients can see total cost of a unit rather than the net amount.

Created 10 Jan 09:24 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
3 Vote

Being able to send multiple emails at once

I would like to be able to write one email and send it to all of my customers in each category. Instead of having to re write it each time.

Created 10 Jan 09:24 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
3 Vote

Pay-day to be day specific (e.g. last Monday) rather than date only.

Some of my clients pay their staff on a monthly basis, which is not a date, but a day of the month. This would be good to included this in the list of dates, first-Monday, second-Monday, third-Monday, etc. to provide the correct pay-date on pay-sl...

Created 10 Jan 09:24 by Guest

IRIS KashFlow

0 Acknowledged
3 Vote

Add paging parameter to every Soap Api method

1) By adding paging parameter it will be helpful to fetch the records when there is bulk of records on KashFlow account.

Created 10 Jan 09:24 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
3 Vote

Code Selection for Customers, Stock/ Products and Suppliers

The ability to select customers and stock/ products, and suppliers based on their codes when preparing invoices, rather than the time-consuming method of searching for each name through the dropdown lists

Created 10 Jan 09:24 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
3 Vote

Import invoices from csv file should create new invoice on change of customer code and include product code in line item creation

Import invoices from csv file should create new invoice using the next sequential invoice number when there is no invoice number present in the file (as currently happens) and continue creating lines on the same invoice until change of customer co...

Created 10 Jan 09:24 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged