Help us improve

1 Vote

Retain customised view settings after log off

Why do our preferences keep getting changed?We need to see at least 100 purchase invoices and at least 365 days of invoices. Every time we log in the default is 10 purchase invoices and 90 days invoices. We need to see all customer history without...

Created 12 Mar 19:00 by Richard Cosier

IRIS KashFlow / Dashboard

0 New
1 Vote

FLAG/WARNING/HIGHLIGHT for customers/suppliers on hold

There are times when I forget that a customer or supplier should not be sent a statement. It would be incredibly useful to be able to flag/highlight to indicate on hold.

Created 12 Mar 12:43 by Guest

IRIS KashFlow / Customers

0 New
8 Vote

Month by month Profit & Loss report (Separate columns)

We should be able to see how the business is doing on a monthly basis. At the moment, it is only possible to see P&L loss one month at a time or several months accumulated together. Would be good to see each month next to each other in separat...

Created 20 Nov 12:25 by Guest

IRIS KashFlow / Reports

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
2 Vote

Recurring Invoice Report

There is no report to export all recurring invoices to see what you are invoicing each customer.

Created 30 May 08:37 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
3 Vote

product to show on invoice print

can add a product code to invoice on screen, but print does not show thiswork around is to duplicate the data on the description tab. Please make product printable

Created 17 Aug 14:05 by Guest

IRIS KashFlow / Invoicing & Quotes

1 New
5 Vote

BUGFIX (URGENT) - Correct VAT options for Customer Profiles

Following the recent changes in readiness for Brexit, I see that my customers now have the following profile options: VAT Registered in the UK VAT Registered in the EU Based outside of the EU VAT registered in an EC Member State and I (the KashFlo...

Created 29 Dec 18:43 by Rich Mellor

IRIS KashFlow / Customers

5 New
10 Vote

Project Global Report to include invoices listed against each project

I would like the Project Global Report to be amended to include all the invoices listed per project. I know it is available by manually going through each project but this is time consuming. The actual Project Global Report already 'reads' the inv...

Created 10 Jan 09:23 by Guest

IRIS KashFlow / Uncategorised

2 Acknowledged
10 Vote

Date substitutions to check for year

At the moment if you use %m+1 %y to substitute dates into invoices, an invoice generated in Dec 2015 would display "January 2015" rather than the intended "January 2016". Something needs to be added to check if %m+1 takes you into a new year.

Created 10 Jan 09:20 by Guest

IRIS KashFlow / Uncategorised

1 Acknowledged
10 Vote

Pay Online Button Improvements

The pay online functionality is great. However this should be configurable on a per invoice and per customer basis, not just a system-wide setting. This enables us to ask the customer in advance how they would like to pay and make an invoice up ba...

Created 10 Jan 09:19 by Guest

IRIS KashFlow / Uncategorised

2 Acknowledged