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12 Vote

Customer Statement - No Opening Balance

It would be useful if when printing or e-mailing a customer statement that you have the option to show, or not show, the "Opening Balance". This is especially useful when printing a statement set for a specific period of time. For example...we bas...

Created 10 Jan 09:18 by Guest

IRIS KashFlow / Uncategorised

2 Acknowledged
12 Vote

Improved bank reconciliation

As accountants performing reconciliations for clients we regularly have to unlock and relock the bank to perform routine tasks. I have used Sage and VT Transaction + previously and one once a bank reconciliation is done you never have to revisit i...

Created 10 Jan 09:18 by Guest

IRIS KashFlow / Uncategorised

1 Acknowledged
12 Vote

Sales and Purchase Codes visible on Invoices / Purchase Orders

I'm putting up two comments - this is the first. Both I believe are fundamental. I understand that the only way to show the Sales or Purchase codes on printed or e-mail copies is to add them to the item description. If we have to use Codes in the ...

Created 10 Jan 09:18 by Guest

IRIS KashFlow / Uncategorised

4 Acknowledged
12 Vote

Integrate with NeatConnect WiFi Scanners

http://www.neat.com/products/neatconnect/ Neat enables users to scan their items directly into a cloud storage without scanning into any computer. If KashFlow integrated with Neat, Users could have had their bookkeeping done by dropping their purc...

Created 10 Jan 09:17 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
2 Vote

Due dates on aged creditor report

It would be really helpful to see the due date of invoices on creditor reports . Not all invoices are due after 30 days and there is no way of knowing this from the report. You have to individually go into each invoice/supplier if you are not sure...

Created 14 Jul 08:54 by Guest

IRIS KashFlow / Reports

0 New
3 Vote

Add a photo to a customer profile

We are a gas heating and plumbing business. It would be really handy if we could attach a photo of a customers boiler to the relevant customer record in order that we can see the boiler/set up for that particular customer should they phone for adv...

Created 17 Nov 14:13 by Guest

IRIS KashFlow / Customers

1 Acknowledged
1 Vote

Invoice Template on App

I feel the app invoice template should match the desktop template or should at least be customisable, to avoid populating the email every time.

Created 07 Mar 19:16 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
3 Vote

Implement 2FA for manual logins

You need to take data security seriously and secure all logins via 2FA, ideally via authenticator app or encryption key

Created 15 Nov 14:24 by Guest

IRIS KashFlow / Uncategorised

0 New
9 Vote

Pay in installments

We have quite high ticket invoices and sometimes we'd like clients to be able to have the option on their invoice to pay in instalments. So, they could pay 50% there and then and then the rest as and when they're able, but with a scheduled date fo...

Created 19 Oct 13:43 by Guest

IRIS KashFlow / Invoicing & Quotes

1 Acknowledged
4 Vote

Remove Country from address

Having United Kingdom at the bottom of customer address looks ridiculas and un-professional. When was the last time you received a letter with your country on the bottom of you address!!! It makes it look like it's been sent from abroad, which is ...

Created 07 Feb 14:45 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New