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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
2 Vote

Company Name to appear on all reports

Company name should appear on all reports, in a busy office where we are all using Kashflow, reports can get mixed up

Created 27 Sep 14:01 by Gina MacGregor

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

invoices read through email

Hi Xero has added a function that all incoming emailed invoices can be read via the software either on pdf or otherwise and will be inputted automatically as they come in and also you have a check list to confirm each one . Also they have a daily ...

Created 27 Sep 12:29 by Guest

IRIS KashFlow / Purchases

1 Acknowledged
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

be able to add another field to the invoices ie Job Number

to be able to search

Created 12 Oct 15:21 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Future Consideration
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
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