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1 Vote

Change product code default globally

The current system allows you to change the default code/product which will then set each subsequent new customer with that default...you can change the default code on a per customer- one by one basis but not globally. I would like to be able to ...

Created 18 Dec 18:20 by Guest

IRIS KashFlow / Customers

0 New
1 Vote

Import Customers - First Name & SUrname Fields

When you export customer details from KF, first name and surname fields are included. When you try to import the data back to KF, there are no field to allow this!

Created 12 Dec 11:55 by Guest

IRIS KashFlow / Customers

0 New
1 Vote

Mix and match payments methods for customers and invoices.

Hi, My default payment method displayed on the invoice is PayPal and many of my customers use this. I'd like to use GoCardLess Direct Debits on certain invoices, but if I activate GoCardLess I lose PayPal. I'd like to see the ability to pick and c...

Created 09 Dec 14:40 by Paul Craven

IRIS KashFlow / Payments

0 New
1 Vote

The ability to search invoices and do reports using an internal 'job number' or 'order number'

Sometimes in our business we need to search how many invoices or value (£'s) we have raised for one 'job', many of our customers have multiple sites. I would like the ability to use an internal reference number to report per job.

Created 09 Dec 09:51 by Louise Saunders

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Final Accounts do not meet professional standards. Can`t include accountants report.

Accountancy firms.

Created 05 Dec 15:21 by Guest

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

Printing purchase/sales lists

When printing an overdue purchase or sales list, selecting "100 items" and printing does not take into account the second or third page which means having to print 2 or three separate lists for what should be compiled onto one list. Please amend t...

Created 05 Dec 15:09 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Creating purchases/sales invoices

The KF number used to be given once the purchase has been put on, this was a better system because there is no way of someone forgetting to save the invoice whilst thinking they have put it on (you only get a ref number once you have fully complet...

Created 05 Dec 15:05 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Bank reconcilitions - no balance at the bottom

When completing the bank reconciliation, it does not tell you the "kashflow closing balance" and "statement closing balance", this was a helpful feature for working out where the difference is

Created 05 Dec 15:03 by Guest

IRIS KashFlow / Bank

0 New
1 Vote

Overdue purchase/sales lists

When printing an overdue sales/purchases list, part paid invoices and overdue invoices cannot be generated to appear on the same list, this used to be a helpful feature when paying supplier invoices (working from the same list in order of due date...

Created 05 Dec 15:00 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Printing purchase/sales lists - total not showing

When printing an overdue sales/purchases list, the total amount overdue is no longer appearing at the bottom of the list. When you print the list, it also prints with the date and kashflow url at the top of the page which occasionally overwrites t...

Created 05 Dec 15:00 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New