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2 Vote

Custom fields in bank rec

Currently there is no way of inserting a bank rec in a gap between old bank recs as the start dates of reconciliations are set to the end of the previous one only. This is an issue because it creates an ongoing problem in the figures such as subse...

Created 26 Sep 13:14 by Guest

IRIS KashFlow / Bank

1 Acknowledged
2 Vote

Add Project codes to the data csv export for sales and purchase invoices

Presently I have diligently being inputting Sales and Purchase invoices into Kashflow but now wish to transfer that data elsewhere only to find that it is impossible to do so.

Created 26 Sep 12:33 by Guest

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

Remittance advice

It would be relay helpful to create a remittance advice for all the payments to one invoice rather that one by one as I deal with many suppliers and extensive amount of purchases. The allocation of payments on remittance advice would be appreciated.

Created 25 Sep 11:57 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Check box

desperately needing a check box on an invoice to show Job in progress or job complete. Trying to integrate into zapier but cannot disguish between ongoing jobs and completed jobs

Created 20 Oct 12:40 by Anonymous

IRIS KashFlow / Invoicing & Quotes

0 New
2 Vote

Monthly Summary on Customer Statements

It would be really useful for the system to breakdown amounts owed by month and show overdue amounts on customer statements.

Created 20 Sep 11:58 by A Heald

IRIS KashFlow / Customers

0 Acknowledged
1 Vote

Display Billing Country of Invoice

I want a report that shows the country for each invoice or sales, like int he activity report

Created 18 Oct 09:35 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
2 Vote

Favourite reports per user or per account

Store favourite reports for each user rather than per company so that each user can have their own set of favourite reports.

Created 17 Sep 14:58 by Julie Shepherd

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

To add a clock button to accept a quote

when a quote is sent it would be good to accept a click button for the customer to accept the quote

Created 15 Oct 16:24 by Anonymous

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Choose if a field is mandatory in customer profile

I would like to make email addresses mandatory in customer profile so staff can’t add a customer without an email adreess.

Created 15 Oct 16:21 by Anonymous

IRIS KashFlow / Customers

0 New
1 Vote

Add checkboxes to invoices

it was be useful to customise some check boxes at the bottom of an invoice. Ur - order in progress, order collected etc

Created 15 Oct 16:19 by Anonymous

IRIS KashFlow / Invoicing & Quotes

0 New