Help us improve

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
1 Vote

Ability to allocate a receipt or payment to more than one invoice

Would save a hugh amount of time. At the moment need to examine each receipt/payment and identify whether it is for a single invoice allocation or what the breakdown is and post accordingly via the personal sales/purchase ledger.

Created 03 Mar 11:59 by Guest

IRIS KashFlow / Bank

0 New
1 Vote

print a report from the Supplier ledger/Purchases by Project Code

No description provided

Created 02 Mar 11:19 by Lorretta Coulson

IRIS KashFlow

1 New
1 Vote

Correct KF so that email reply is sent to KF user email rather than master admin email

At present where there are multiple users with different user roles it is not possible to set the reply address to the name of the person that has sent the email. When the user clicks reply, the reply is sent to the email associated with the main ...

Created 02 Mar 09:09 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Purchase Order to show payment method.

So we know how we paid for purchase orders.

Created 28 Feb 16:42 by Guest

IRIS KashFlow / Purchases

0 New
1 Vote

Ability to batch change field data - eg PO

A customer of ours asked us to add the same PO to all of their invoices with us; they have 40+ repeating invoices with us a year. We had to do this manually by opening, pasting and saving to each invoice.But 'batch processing' should be an option ...

Created 27 Feb 10:32 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New