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IRIS KashFlow

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Adding any document - invoice - terms or miscellaneous important information required to the actual supplier/customer you are using.
Guest over 6 years ago in IRIS KashFlow 1 Already exists

Attacking Bank Staments to the Bank accounts

It would be great if you can attach your electronic copies of your bank statements to the Bank when you reconcile similar to Invoices and Purchase receipts.
Guest over 6 years ago in IRIS KashFlow / Bank 0

Invoice Period Box

Be good to have invoice period box I run a business where we rent equipment on a monthly or quarterly basis so we run same invoices every month or quarter ie 1 machine rental £0.00 invoice Period August 2018 then repeat invoice following month 1 ...
Paul Cane over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

We have an item Age Group in our custom customer field settings. Is there a report to search for an age group ie: U09 or U15?

We are a football academy and each year we have to change all our members age group from say U11 and move them all up to U12. At present there is no way of downloading a report of their age group, so we have to trawl through each player. some of w...
Guest over 6 years ago in IRIS KashFlow / Other 0 Acknowledged

Password lock in Advanced Settings

When in the Advanced Settings on KashFlow, I feel as though it would be useful to have an option to use a password when locking a financial period. This will further secure the old financial periods which are then set in stone. This will reduce po...
Guest over 6 years ago in IRIS KashFlow / Other 0 Acknowledged

Generating a report of wholesale value of stock

As a company who deals in both a wholesale and retail pricing structure, it would be useful to be able to generate a report to show our wholesale value at varying points throughout the year. This would also be very useful for us to be able to info...
Guest over 6 years ago in IRIS KashFlow / Reports 1 Acknowledged

Make additional contact email searchable in Search Customer field

Seems to be a snagging issue with the Search Customer field - sometimes doesn't come back with any results, e.g. an additional contact email was not rendering a result.
Guest over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Email log for invoices/purchase orders

Just as you would be able to see your sent items in Outlook, Gmail etc, it would be really good to be able to see the date/time/destination details for every invoice/purchase order sent out. Often I have to send invoices out on multiple occasions,...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Already exists

Improvements to Contacts

Option for primary contact to receive invoices or not. Option to view contacts in a list rather than in the form Fields for telephone number, email address, fax and web address on Customer Company details. Additional fields for contacts, e.g. job...
Julie Shepherd over 6 years ago in IRIS KashFlow / Customers / Suppliers 0 Acknowledged

Bank feeds that don't disappear

Xero and Quickbooks have bank feeds that don't disappear if you click on another screen - The transactions remain in the software. It really annoys me having half of my transactions matched then having to take a phonecall or running out of time...
Guest over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged