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1 Vote

Customer Bulk Update Facility

Having imported around 400 customers onto Kashflow, I then created a new default PDF for invoices and changed the HTML code (to include delivery address) and in addition changed the default payment terms from 28 days to 30 days as a system wide se...

Created 28 Oct 11:43 by Guest

IRIS KashFlow / Customers

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
1 Vote

Add dynamic date fields to line item descriptions

When creating recurring invoices it isn't possible to dynamically add info like 'month' to the service line item. E.g. Management fee - Nov 2021. This would allow recurring invoices to contain more relevant data when being sent. Currently the syst...

Created 27 Oct 16:20 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Add currency options to recurring invoices

Recurring invoices save a lot of time, but with most businesses trading both domestically and internationally they will no doubt invoice in other currencies such as US Dollars. Currently, the system does not allow us to set up recurring invoices f...

Created 27 Oct 16:17 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
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
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