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2 Vote

Automatic credit control report

A report to ascertain who is on or who is not on credit control

Created 27 Mar 08:28 by Rodger Random

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

Sales History report

One history report to list all sales codes between dates - very quick to see what has been invoiced. And why does the pull down screen sow all codes in teh system and not just the sales codes

Created 22 Mar 16:07 by Andrew Mills

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

Allow 3D Secure payment gateways

Currently Kashflow does not allow payment integrations to use 3D secure. This is standard practice now and we are missing out without this service.

Created 22 Mar 11:35 by Guest

IRIS KashFlow / Payments

0 Acknowledged
2 Vote

Make the column width adjustable in 'standard view'

I have created a test invoice and taken a screenshot to show you what I mean. The Customer column is too wide and the Purchase Order column is too narrow for my requirements. On spreadsheets like Excel you can click and drag to adjust the column w...

Created 21 Mar 18:43 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Days Since Last Payment

A Customer or Sales report that identifies the number of days since a payment was last made. So we can quickly and easily identify customers whom are over 30 days or otherwise customisation. This can even be applied to suppliers and purchases.

Created 21 Jan 06:38 by George Ross

IRIS KashFlow / Customers

0 New
2 Vote

PDF Themes - being able to change multiple clients default themes at one time

I'm in a position where I'm going through a rebrand, and at one time I had selected slightly different PDF themes for some clients or suppliers, but I'm bringing them all together now under a global theme for the company. It would be really good t...

Created 15 Mar 12:16 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Reports

One look at the issues on here and straight away the runaway issue is with reports.This is really starting to impact on the usability of Kashflow, and if its not usable its not worth using any longer. Can anyone from Kashflow at least acknowledge ...

Created 16 Jan 12:47 by George Ross

IRIS KashFlow / Reports

0 New
2 Vote

Split Aged Debtor Report by Manager / Sales Rep

It would be useful to be able to assign customers by manager / sales rep, therefore allowing aged debtor reports to be produced for each customer sales rep or customer manager as a separate report to the full aged debtor report

Created 06 Mar 11:12 by Gareth Cook

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

Bank feeds should update faster

Hi Kashflow! I noticed that the bank feeds are never up to date and it always takes about 1 week for new transactions to show up, which means when someone pays me, I have to wait 1 week to be able to see the transaction and match it in Kashflow wh...

Created 02 Mar 09:36 by Guest

IRIS KashFlow / Bank

0 Acknowledged
2 Vote

Add a sales order number function

it would help to be able to keep track of sales an purchases for a particular order as not always do customers provide a po number

Created 01 Mar 17:17 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged