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1 Vote

Creation of more than one additional custom field in Suppliers

Creation of more than one additional custom field in Suppliers i.e. Credit Limit box and Suppliers Account Reference.

Created 04 Jul 10:05 by Guest

IRIS KashFlow / Suppliers

0 Acknowledged
1 Vote

List of purchases relating to aged creditor report when you click on amount for a month

When i get a statement in from a supplier i check it against the aged creditor report. It would be great if i could then click on the amount due on that report and it would bring up a list of invoices it relates to. Then to be able to apply a batc...

Created 28 Jun 14:11 by Louise French

IRIS KashFlow / Purchases

2 Already exists
1 Vote

Mapping Kashflow codes to Iris codes (increase Iris codes displayed)

Partnerships – Partners Current Accounts – the KashFlow code to IRIS code mapping is such that the ‘985’ code can be followed by two further numbers (02 for Capital introduced or 21 for Drawings). However, there is not the scope to include which p...

Created 28 Jun 13:54 by Heulwen Thomas

IRIS KashFlow / Other

0 Acknowledged
1 Vote

Grey out or show icon for archived Chart of Account items

Nominal ledger (Chart of accounts) – when a code is archived, there is no indication of this in ‘Settings/Chart of Accounts’. Without physically going back into the code again. Would be good if codes are greyed out or have an icon to show they are...

Created 28 Jun 13:39 by Heulwen Thomas

IRIS KashFlow / Other

0 Acknowledged
1 Vote

Kashflow data export/import tool to another Kashflow account

I have been a kashflow customer for a year now and have recently started working with a Kashflow recommended accountant. They have added me to their Kashflow accounting systems so they have direct access to my accounts. This is great. However i ha...

Created 26 Jun 15:23 by Guest

IRIS KashFlow / Other

1 Acknowledged
1 Vote

Enable us to send one email to all suppliers/and/or customers

This would be helpful for example, if you were changing address, or had to advise of office closures, holidays or changes of circumstances.

Created 23 Jun 12:12 by Jill Moggs

IRIS KashFlow / Other

0 Acknowledged
1 Vote

Add a way to mark invoices as 'not yet sent' or 'draft' (like the status function with Sales Orders).

This is because I like to get invoices prepared ready to send to clients but not send them out until the end of the month.

Created 21 Jun 11:49 by Guest

IRIS KashFlow / Invoicing & Quotes

1 Already exists
1 Vote

Report to Show Invoices that are NOT allocated to a Project / Site.

It is easy to forget to allocate an invoice to a Project when you are creating an invoice but there is no way of checking / reallocating invoices that have their Project value as 'none' .You'd want to be able to 'Date Filter' this report and be ab...

Created 20 Jun 13:22 by Guest

IRIS KashFlow / Projects

0 Acknowledged
1 Vote

To be able to print a list of quotes out

It would be useful to print a list of quotes out (say by date span) with minimal details, customer name, product amount etc so you can follow them up easier or give to your sales person to follow up.

Created 20 Jun 10:46 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Already exists
1 Vote

Receipt of Payment

I would like to be able to amend the text on the payment receipt.

Created 20 Jun 09:09 by Guest

IRIS KashFlow / Payments

0 Acknowledged