Help us improve

2 Vote

project column to be filled automatically

i would like to be able to mark a project as a default project so when creating an invoice the project column will be filled automatically

Created 14 Mar 12:23 by Guest

IRIS KashFlow / Projects

0 Acknowledged
1 Vote

When creating a new rule within the Bank Feed provide more criteria for transaction selection

Currently when creating a new rule in the Bank Feed area, I can only search for transactions by text. I would like to be able to search for transactions to create a rule using other criteria such as the Amount of the transactions being equal to or...

Created 06 Jul 15:20 by Michelle Bennett

IRIS KashFlow / Bank

0 New
1 Vote

Allow a Project to be added to an Expense

Because users might want to report on Expenses within a project and right now we have to key a full Purchase invoice in order to allocate a project to a purchase which takes much longer to key.

Created 06 Jul 15:08 by Michelle Bennett

IRIS KashFlow / Purchases

0 New
1 Vote

List bank rules in order of last used

Some bank rules pages can become quite large. To speed up the page it would be helpful to know which rules are no longer being used so that they can be deleted.

Created 06 Jul 15:02 by Dominic Pascal

IRIS KashFlow / Bank

0 New
1 Vote

Sort Categories on quotes page

When you select manage categories on the quote page it would be good if you could sort them. i manage them by year so it would be good at year end to rename and then add won and lost again at the top

Created 06 Jul 07:51 by Steve Prosser

IRIS KashFlow / Invoicing & Quotes

0 New
2 Vote

Customer address needs more lines

There are not enough lines for customer address. Can at least 2 further lines be added.

Created 09 Mar 15:35 by Guest

IRIS KashFlow / Customers

0 Will not implement
2 Vote

ability to add custom % mark up to invoices and quotes

In our line of business we add a % contingency based on the overall itemised bill. This is a separate line that the customer can see as % amount before VAT is added. Much like the VAT is set currently - how the customer can see at the bottom of t...

Created 07 Mar 15:49 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
2 Vote

Delete Sales Code - Improvements needed

If you delete a sales code, all of the entries on invoices where the sales code has been used have the entry reset to "None". It would make much more sense to allow the user to re-allocate those lines to a different sales code should they wish.

Created 06 Mar 21:01 by Rich Mellor

IRIS KashFlow

0 Acknowledged
2 Vote

PO on the move

It would be great if you could create PO's on the move. It would help with keeping control on wholesaler and material costs withour relying on the website

Created 19 Feb 10:07 by Guest

IRIS KashFlow / Mobile Apps

0 Acknowledged
2 Vote

To have an alert when a supplier invoice is due for payment

My client pays all of her suppliers in full, however I suggested she go on 30-60 days but she is worried that she would forget as she is so very busy and payment would get overlooked. It would be beneficial if there was a message of something that...

Created 17 Feb 09:57 by Guest

IRIS KashFlow / Settings

2 Acknowledged