Help us improve

2 Vote

Bank transactions filter

Please can you introduce a filter for bank transactions. It's a laborious task when you have to edit multiple transactions of a similar nature spread across multiple dates, a simple filter on the comment would be a great start. It would also be hu...

Created 11 Aug 11:33 by Ryan T

IRIS KashFlow / Bank

0 Acknowledged
2 Vote

SMTP configuration - Allow email to be saved in IMAP Sent folder

Not all mail servers automatically save sent mail. Gmail does, but many don't. Hence if SMTP configuration is switched on, outgoing mail is not saved in sent mail. This is an issue as we want outgoing mail, e.g., invoices, saved. The solution is f...

Created 04 Aug 15:57 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
2 Vote

Purchase Orders in Projects

If there was a Purchase Order field in the Project page which dragged across to the global project report it would save me a lot of time doing VLOOKUP function searches and cross referencing for monthly reports. It could also automatically populat...

Created 04 Aug 14:14 by Jonny Shire

IRIS KashFlow / Projects

0 Acknowledged
1 Vote

Reviewing Batch Payments

It would be useful to be able to call up batch payments to recap what invoices have been paid. If there's a query it would be useful to be able to see all invoices paid in the batch

Created 31 Mar 14:42 by Ken Callaghan

IRIS KashFlow / Payments

0 New
1 Vote

payment receipt amending ability

I send payment receipts to customers, it would be very useful if I could have an editable template for this. Currently I have to change all the details as required.

Created 31 Mar 12:57 by Guest

IRIS KashFlow / Payments

0 New
1 Vote

Adding Pay Now button to proformas

Please could we get the "pay now" button added onto proformas so clients can pay them upon receipt

Created 30 Mar 11:17 by Kirsty Willis

IRIS KashFlow / Payments

0 New
1 Vote

retain settings on batch payments and enable a button 'post another batch payment'

I have to balance many Paypal payments, and I choose to do this every month or so, in a batch. Each time I go into batch payments, I have to set the invoices to appear in pages of 100. Each time I make a batch payment I have to exit and go in agai...

Created 30 Mar 10:31 by Karen Slade

IRIS KashFlow / Payments

0 New
2 Vote

Sage converter to bring over customer and supplier default nominal code

When bringing over the supplier and customer data, can you make it so it brings over the default nominal codes for each customer and supplier too. At present, when a conversion is processed, all the data transfers perfectly, except it omits which ...

Created 28 Jul 13:23 by Guest

IRIS KashFlow / Partner Apps

0 Acknowledged
2 Vote

Assign multiple Customers to a project

At the moment you are able to assign one Customer to a project but this doesn't auto fill the project box. To save time when posting invoices it would be good if, when you create invoices, those customers are automatically assigned to a project.

Created 28 Jul 08:15 by Guest

IRIS KashFlow / Projects

0 Acknowledged
1 Vote

print the screen list of unpaid customer invoices

I would like to be able to print the screen list of unpaid customer invoices so I can check my records. Don't need any other informnation and do not need a copy of the invoice.

Created 25 Mar 11:39 by Guest

IRIS KashFlow / Customers

0 New