Help us improve

2 Vote

Add Job Role to contact details

Contact details don't have a field for Job Role which is pretty essential. It would also be useful to have a separate telephone field for the customer than the primary contact because each contact may have direct dial numbers.

Created 16 May 11:31 by Guest

IRIS KashFlow / Customers

0
2 Vote

Profit & Loss reports - select a DEFAULT reporting period

Whenever I run a P&L report - the default offering is "this year". I always have to change it to "this accounting period". I would guess that "accounting periods" are more commonly used than calendar years. - of course, you may have some bette...

Created 16 May 07:59 by Guest

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

Page selector

CAn you please put the page selector at the top of the page as well as the bottom, it is a fag having to scroll down before you can work through pages, or at least make it stay at the bottom, if I want to go from page one I have to scroll down, cl...

Created 15 May 16:27 by Guest

IRIS KashFlow / Clients

0
2 Vote

I would like to be able to allocate different payments (on account) and invoices through the 'new batch payment', meaning that it would also show unallocated payments and not just invoices. Both creditors and debtors.

One could allocate one payment done for different invoices after having posted it on accounts (something invoices are received after). As else I would have to delete the payment and re-post it but this is not possible when the reconciliation would...

Created 15 May 10:46 by Guest

IRIS KashFlow / Bank

0 Already exists
2 Vote

Keep changing the software for no reason

subscribers can continue to waste time re learning after updates

Created 13 May 08:22 by Guest

IRIS KashFlow

0 Will not implement
2 Vote

Don't show the Company Finances to everybody

when an additional user logs on they are greeted with the company turnover what's been Invoiced and what's owed this should not be happening its private company Information and not available to every one.

Created 12 May 15:31 by Guest

IRIS KashFlow

3
2 Vote

Add delivery address to recurring invoice

To automate my accounts want to set up recurring invoices. Unfortunately client and delivery site for my service are different things - without being able to add the delivery address field to the invoice I cannot invoice automatically - have to do...

Created 11 May 11:20 by Natalie

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
2 Vote

Global Report Download

The download to CSV need to include the two dates fields - Project Dates are a important factor of projects.

Created 10 May 10:52 by Guest

IRIS KashFlow / Reports

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