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Ability to merge two customer accounts

It would be great to be able to merge two customer accounts - at the moment, the only way around this is to either manually assign invoices from one account to the other or manually exporting and importing the data again. Sometimes customers end u...
Guest almost 8 years ago in IRIS KashFlow / Customers 1 Will not implement

the ability to input a net figure and the programme will gross it up.This would cover those instances when we are given an exact net figure.

There are a number of occasions when clients give us an exact net figure which at present we have to gross up so that we can enter it into Kashflow. Please could you look at / consider adding a feature so that we can enter a net figure to be gross...
Guest almost 8 years ago in IRIS KashFlow 0 Acknowledged

Ability to recognise accents above letters from product codes

I have entered in my products under a sales type. Several of them have the letter é. When I try to select these on the invoice or purchase order, the é is not recognised and converts to a ?. It would be very useful if Kashflow was able to handle t...
Guest almost 8 years ago in IRIS KashFlow / Other 0 Acknowledged

Enable Kashflow Payroll to run annual payrolls

Enable Kashflow Payroll to run annual payrolls (i.e. no need to submit a blank monthly EPS)
Guest almost 8 years ago in KashFlow Payroll 0 New

The ability to send the relevant invoices with a customer statement by email

I frequently need to send copy invoices along with statements to customers and they are increasingly preferring to receive these by email. I have been told that currently the functionality does not exist to do this. It is also really clunky when y...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Ability to filter imported payments from Paypal etc

Some of the companies ideal with for shipping create an order then a purchase through PayPal, so when they are imported I have to manually delete the order to balance my Paypal ledger. It would be good if it was possible to create a filter to dele...
Guest almost 8 years ago in IRIS KashFlow / Bank 1 Acknowledged

a Preview button, alongside the Download and Delete buttons on the customer page when a file is added

If you add a file to an invoice you can Preview, Download or Delete.If you add a file to a customer there is no Preview option, which would be useful.
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Enable Login button with auto-fill u/n + p/w

At present, if you stay inactive for long enough, the screen goes to the logon screen. If you have enabled auto logon details then your username and password will be filled in automatically. However the Login button will be greyed out. This is rea...
Guest almost 8 years ago in IRIS KashFlow / Other 0 Acknowledged

An "Add Batch Notes" button

Similar to the "Add Batch Payment" button - one note that attaches itself to multiple invoices. Handy when chasing several invoices at a time.
Guest almost 8 years ago in IRIS KashFlow / Purchases 0 Acknowledged

Have the option to put an extra field above customer name on invoices for addressing invoices c/o the customer

We work for lots of management companies who like their invoices addressed to the landlord of the property we've worked on, c/o the management company. We need to categorise this work as being for the management company and not each individual lan...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged