Help us improve

2 Vote

Transaction Searching

Under Suppliers / Customers you can set custom search fields for the transactions to view, This area could be improved even more to make it 'Super Helpful!' by adding a simple number showing the total number of transactions returned in the filter....

Created 09 Jun 14:34 by Ben

IRIS KashFlow / Invoicing & Quotes

0
2 Vote

Re-instate the Product Code column in the P&L report drill down

When a P&L report produces "Unassigned" items and you click through to the report, you get a list of all items, not just the unassigned ones. You used to get a column in the report showing the product code as well which then makes it easy to i...

Created 06 Jun 15:58 by William Garton-Jones

IRIS KashFlow / Reports

1 Acknowledged
2 Vote

Please can we be able to Download the Unreconciled Bank Items to csv

This would be great for management accounts as currently I have to manually enter this all into our accounts on excel

Created 06 Jun 07:51 by Guest

IRIS KashFlow / Bank

0 Acknowledged
1 Vote

Better filtering of invoices

Can I put an idea to you for an improvement. When I look at all my invoices I would love to be able to filter by month. This way I can see quickly at the bottom the values I am due in or the values I have sent out. So You could filter by job and m...

Created 18 Aug 18:32 by Peter Oram

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

be able to add companys bank details to customer statements

would make Statements much more professional looking - save time having to write an accompanying email with the Bank details on it

Created 18 Aug 12:24 by Guest

IRIS KashFlow / Customers

0 Acknowledged
1 Vote

Invoice capture

The ability to capture invoices for easier upload - currently only an option from 3rd Party -making it a costly addition. Nearly all of the competitors offer this facility as part of the package

Created 18 Aug 12:03 by Guest

IRIS KashFlow / Purchases

1 New
1 Vote

Accept worldpay payments in multiple currencies depending on the invoice currency

Depending on an individual account WorldPay can support multiple currencies to accept payments in, and so does KashFlow. Being able to recognize the invoice currency and match it against a WorldPay currency would enable invoices to be paid through...

Created 18 Aug 10:54 by Guest

IRIS KashFlow / Payments

0 New
1 Vote

Main Contact for customers

When invoices are created, the main contact is included in the invoice address. If the main contact is changed for a client, the contact for all previous invoices is changed (so that when an old invoice is printed, the new main contact appears, ra...

Created 17 Aug 16:39 by Guest

IRIS KashFlow / Customers

0 New
2 Vote

Remove archived bank accounts from dashboard

The dashboard is intended to give you a quick overview of where you stand but its currently quite crowded. Is there a way to remove archived bank accounts from dashboard so we're not wading through accounts that are not needed anymore? It would ne...

Created 02 Jun 07:39 by Guest

IRIS KashFlow / Dashboard

1 Acknowledged
2 Vote

Call credit note what they are

When i email a credit note it should say CREDIT NOTE no... Not invoice no.. A few cusomers have complained about this

Created 24 May 09:26 by Guest

IRIS KashFlow / Invoicing & Quotes

1 Acknowledged