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1 Vote

Invoices issued list as CSV with Customer Names

This would be great to be able to transfer this data to a cashflow forecast.

Created 13 Mar 12:08 by Guest

IRIS KashFlow / Reports

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1 Vote

Allow project numbers to be alpha numeric not simply sequential. Or, to allow project numbers to be given an aoptional prefix or suffix.c

At present when creating a new Project KF generates the next sequential number. This is not ideal to our business we would prefer to allocate a 'project number' in an alpha numeric form, e.g. RFH 380. . We would be OK to leave the sequential numbe...

Created 13 Mar 10:38 by Guest

IRIS KashFlow / Projects

0 New
1 Vote

adjustable width of columns when viewing the Projects tab

Currently, the width of the columns in the Projects tab are fixed, so if you have long project names, you can't see the full name. the 'Customer' field is much wider, and to accommodate different user requirements, making the columns user adjustab...

Created 12 Mar 14:28 by Guest

IRIS KashFlow / Projects

0 New
1 Vote

Output VAT not marked as paid in the transactions and the calculation for Financial Overview

This is a request. Would it be possible to show all Output VAT not marked as paid in the transactions and the calculation for Financial Overview, as we have VAT taken quarterly and although we are aware of it the figures are skewed until it is mar...

Created 12 Mar 11:34 by Rob Pearmain

IRIS KashFlow / Dashboard

0 New
1 Vote

'Call Customer' reminder date

To add a basic CRM function to each customer account with 2 or 3 recall dates to be able to nte when to call for another order, or aequipment service. And then those recalls to appear on main page as a short report each day/week/month

Created 11 Mar 14:04 by Ian M

IRIS KashFlow / Customers

0 New
1 Vote

Globally change sales code

I want a feature to change the default sales code for all existing customers, I have edited my sales codes and I want to change the default sales code for all existing customers not just new customers but its not possible.

Created 11 Mar 10:18 by Guest

IRIS KashFlow / Customers

0 New
1 Vote

Add a DATE stamp along with the PAID stamp on invoices when they Print or are saved as PDF

Hi there, I dont know why this isnt already a function but whilst the screen display of an invoice shows the DATE PAID for an invoice, when you come to print it out or save it as a PDF that field is replaced by the invoice due date. I know you can...

Created 10 Mar 09:41 by Craig Riches

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Change the end date of transactions for all customers in one go.

Sometimes the "end date of transactions" in the customer area stops at a date before the current one. This hides current invoices on the page. Please can the future date for all customers be set in one go (not each one individually)?

Created 09 Mar 21:19 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

www.liveplan.com is a fantastic business planning tool - an integration would be really helpful

Every small business owner - there are integrations with other online accounting platforms

Created 09 Mar 10:01 by Guest

IRIS KashFlow / Partner Apps

0 New
1 Vote

Expense should have option to allocate to partner/project

Under purchases you can create a ‘purchase’ or an ‘expense’ If you create a purchase you can enter the partner/project. if you create an expense it doesn’t give the option to enter a project. It ends up on the system under purchases but it is not ...

Created 04 Mar 11:26 by Guest

IRIS KashFlow / Purchases

0 New