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IRIS KashFlow

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Auto save when creating invoices and quotes.

At the moment when creating large multi lined estimates/quotes the system can timeout before the user has pressed save so then all work is lost! I appreciate that we should learn to save regularly but when creating these estimates they can take a...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Improve bank reconciliation

Please would you, either add a tick box and annotation for marking the current bank account area, that could be easily toggled on and off, or improve the bank reconciliation area to give it all the features the bank view has. Interchangeable in/ou...
CEO over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

Date Subtitutions [SIC] in other fields

Two Parts for this one, its regarding the repeat purchase/invoice screen. Firstly, can we correct a spelling mistake, according to the Cambridge Dictionary has an S after sub in the word Sub s titutions :-) Secondly - can you make date substit...
Ben over 6 years ago in IRIS KashFlow / Purchases 0

Outstanding Invoices Report in Excel

Would enable us to manage cashflow by quickly understanding the purchases due to be paid per month against our forecast income.
Guest over 6 years ago in IRIS KashFlow / Purchases 1 Acknowledged

Purchase Invoice bug across all suppliers

Historical purchase invoices do not show kashflow invoice number, reference, status or actions since software update
Guest over 6 years ago in IRIS KashFlow / Purchases 0

Convert a Quote to a Project

My business issues quotes to clients, which we convert or add to a project when they are won. At the moment we have to create a new project manually when winning a quote, if the project has not already been created. It would be very useful for us ...
Guest over 6 years ago in IRIS KashFlow / Projects 0

Field / Button 'Tab' issue

I have noticed when entering details on the 'Add Payment" screen the tab key doesn't allow you to jump between text boxes and the Save/Cancel no matter how many times you hit the key! Also when using the tab key on the invoice screen and you hav...
Ben over 6 years ago in IRIS KashFlow / Payments 0 Acknowledged

See overdue purchases

This update is a nightmare!! The option to sort out purchases to see which are OVERDUE currently not just outstanding! This makes it so hard to see which invoices needed to be paid without having to now individually select each supplier to see wh...
Guest almost 7 years ago in IRIS KashFlow / Suppliers 0 Acknowledged

Searchable invoice addresses where amended

When an invoice address is changed for one specific invoice (eg. t/as and c/o addresses), can these please be included in the general search results, as currently any amendments do not appear in searches.
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Include Xero import on import section

Currently, there is an option to import data from Sage or Quickbooks, but no option to import from Xero. You would have to import each type of information in CSV format instead. If there was another option offering a direct import from Xero, that ...
Guest almost 7 years ago in IRIS KashFlow / Other 0 Acknowledged