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2 Vote

Purchase Order Report showing Job Numbers

I would like to be able to run a report on purchases for this year, with the job numbers on the report

Created 20 Aug 11:29 by Guest

IRIS KashFlow / Projects / Purchases / Reports

0 Acknowledged
1 Vote

Overdue invoices bulk sending

when bulk sending overdue invoices, please create a function where you can select which email template to use. Currently it sends the default email which in my case is a standard here’s your invoice email, with overdue invoices a more direct tone ...

Created 24 Sep 19:34 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
2 Vote

invoice received confirmations

when Ive sent a couple of invoices companies say they havent received them. So where at the bottom of invoice you can check its been sent on what date a time stamp would be helpful. Also would be nice if you could set up an email receipt back to m...

Created 17 Aug 08:43 by Guest

IRIS KashFlow / Invoicing & Quotes

1 Acknowledged
1 Vote

Purchase / Sales Code Search option

Currently when using the power of KF Purchase or Sales code feature and I need to update something - price change, description alteration etc which would affect invoices and purchases dropdowns - it can be a very long winded process to perform upd...

Created 21 Sep 13:37 by Ben

IRIS KashFlow / Purchases

0 New
1 Vote

It would be good to be able to put banks on dashboard in a specific order of choice.

No description provided

Created 21 Sep 11:20 by Guest

IRIS KashFlow / Bank

0 New
2 Vote

Can we have a 'save and new' option on the expenses and bank transfers

When you raise a sales or purchase you can save and click straight on the create button on the same page to create a new one. However, when making a transfer on the bank accounts page or creating an expense you save and then the box disappears so ...

Created 10 Aug 09:53 by Abbie Wells

IRIS KashFlow

1 Planned
2 Vote

Importing Kashflow CSV Back Ups into Kashflow

I have been informed that to back up the data, you need to go to Sage Export and download the four CSV files. The reason for needing to back up the data in my scenario is that the client (I work at an Accountancy firm) is moving away from Kashflo...

Created 09 Aug 14:13 by Guest

IRIS KashFlow / Other

1 Acknowledged
2 Vote

Allow manual backups to be done when user requires

As new user of Kashflow and an accountant encouraging clients to use it, being able to do manual regular backups is essential. A back up before running a year end, or VAT reconciliation, or before making adjustments so that should something go wro...

Created 08 Aug 13:29 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
1 Vote

Supplier reminders text as provided by IRIS needs changing

The new automated message from Kashflow about supplier payments states: "Payment is now overdue and you should arrange to pay your suppliers immediately. " Why does IRIS think it appropriate that it needs to tell me that I have to pay my suppliers...

Created 18 Sep 06:34 by Gary Newbrook

IRIS KashFlow / Suppliers

0 New
2 Vote

changing lay out on taking the payment page

This refers to the payment sequence when taking card details, in practice you always take, 1; Card Number 2; Expiry Date, 3; security Number, Please refer to your existing page This is how everybody gives information, by phone, this all adds to ...

Created 06 Aug 12:03 by Guest

IRIS KashFlow / Payments

1 Acknowledged