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1 Vote

Able to type in the email when sending multiple invoices

When choosing all the invoices to be emailed to a customer at the end of the month, it would be useful to be able to enter text in the body of the email before it is sent.

Created 03 Jul 11:24 by Guest

IRIS KashFlow / Customers

0 Acknowledged
1 Vote

Including number of days on the detailed debtors report

Some factoring companies stipulate that the aged debtors breakdown includes the number of days. If it is too onerous to export to Excel and add a column, a business may choose to move across to another software provider such as Sage or Xero.

Created 03 Jul 10:21 by Guest

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

Allow Journal Templates to be edited

Journal templates are a useful shorthand for entering multi account entries, a prime example being paying your tax liabilities (Income tax & NI) each month. The problem is the values change from time to time (typically each tax year) meaning y...

Created 03 Jul 06:26 by Guest

IRIS KashFlow / Other

0 Acknowledged
1 Vote

Filter on Transaction Report

When assigning transactions to either invoices or purchases using a transaction report, it would be extremely useful to filter on the "Code" so that you do not have to scroll through the report to find e.g. every entry with the "Code" of "Subcontr...

Created 29 Jun 16:08 by Guest

IRIS KashFlow / Bank

0 Acknowledged
1 Vote

CREDIT NOTES

The process of applying a credit note is backwards! You should re code the system to say credit note applied not applying credit applying credit is suggestive not as final as credit note applied - some companies will reject this

Created 27 Jun 09:15 by Guest

IRIS KashFlow / Invoicing & Quotes / Purchases

0 Acknowledged
1 Vote

Credit Limit for multiple invoice customers

Example here to use: We have a customer that makes multiple small purchases, we invoice for each purchase but he doesn't pay until all of the invoices amount to £50. Similar to a monthly statement, except that £50 could be reached in a week or 7 ...

Created 22 Jun 13:45 by Guest

IRIS KashFlow / Customers

0 Acknowledged
1 Vote

Editable quote from customer page

You've recently updated the customer details area. In the 'Files' section at the bottom, you can Preview, Download or Delete invoices or quotes, but you can't click on them to edit. Instead, you have to navigate back to the Invoices or Quotes sect...

Created 20 Jun 20:14 by Guest

IRIS KashFlow / Invoicing & Quotes

0
1 Vote

Longer name field on transactions page

Your software allows a longer name field than the one shown on the transactions title field. This causes us problems because we put important info at the end of the name and without this I have to switch tabs to find it in the profile. seeing just...

Created 20 Jun 09:11 by CEO

IRIS KashFlow / Customers

0 Acknowledged
1 Vote

Add 'Next 12 months' to dates viewable drop down list in customer page

I create 12 month taylored works packages with each of my customers individually. Once the works are agreed I then create invoices for the works. At this moment Ithe default view for invoices on the customer page is 'this year'. There are other op...

Created 20 Jun 07:15 by Rob Smith

IRIS KashFlow / Customers

1 Acknowledged
1 Vote

Export all invoices as pdf per year & or client

A great way to have an offline backup would be as per title; that is the option to export per year all invoices and or per client.Ideally the year export can make on the fly a zip file where inside is per client id the pdf's.

Created 17 Jun 16:06 by Guest

IRIS KashFlow / Reports

0 Acknowledged