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1 Vote

Being Able to Upload Project Numbers in a Journal Upload

This would benefit anyone who uses the project function as currently I have to upload a journal then go into that journal and assign a project manually to every line which can be very laborious.

Created 05 Feb 12:59 by Guest

IRIS KashFlow / Projects

0 Acknowledged
1 Vote

Searchable custom fields

We use membership numbers to identify customers. we have generated a custom field but this is not searchable from the customer search bar.

Created 05 Feb 12:57 by Guest

IRIS KashFlow / Customers

0 Acknowledged
1 Vote

Addition of a new date field on the invoice page and the ability to report on this field

Some of our work we invoice for is repeated on a six monthly or annual basis so would allow us to record the date of the next inspection and then run a report between a date range to see what work is required during that period.

Created 05 Feb 10:52 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Being to match "advanced payments" from bank transactions to sales and purchase invoices

Currently, any transactions posted from the bank to either the sales or purchase ledger can not be matched against a relevant invoice even though they have been correctly allocated against the customer or supplier. To match the payments to the inv...

Created 04 Feb 10:45 by Guest

IRIS KashFlow / Bank

0 Acknowledged
1 Vote

Quarterly billing

All my invoices are quarterly so I’m stuck with manual at the moment

Created 01 Feb 17:01 by Guest

IRIS KashFlow / Invoicing & Quotes

3 Already exists
1 Vote

when running an activity report it would be handy to see the payment methods ie bacs/debit card/cheque?

No description provided

Created 01 Feb 12:32 by Guest

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

Improve address layout on invoices

The first name and surname of the customer main contact appear as a duplication of the main contact details on the invoice. To avoid this problem the customer main contact first name and surname would need to be left blanc which is not satisfactory.

Created 31 Jan 18:21 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Receipt, Due and Payment dates on purchase invoices

In old Kashflow, I could click a single button to populate the three dates: receipt, due and payment at once. In the new interface, I have to set each one of these separately. Most of my receipts are for things where the payment was made on the sa...

Created 31 Jan 08:55 by Guest

IRIS KashFlow / Purchases

0 Acknowledged
1 Vote

Add payment to receipt on same screen

When entering purchase receipts, in the new Kashflow interface (I've only just moved from old Kashflow), I now have to save the receipt and then click another button (which is hidden below the fold) to add the payment. In old Kashflow, adding paym...

Created 31 Jan 08:52 by Guest

IRIS KashFlow / Purchases

0 Acknowledged
1 Vote

Option to remove certain customers from overdue invoice notifications

At the moment you can set up automatic reminders to customers who have not paid their invoices. Some of our customers don't need to be chased, or have bad debt etc. We need an 'opt in' button or similar so we can select who needs these reminders...

Created 30 Jan 14:55 by Guest

IRIS KashFlow / Customers

0 Acknowledged