Help us improve

6 Vote

VAT Only Journals to be the Only Ones to Go on VAT Returns

Previously if a journal was created the only way to get it to appear on a return was to create a VAT Journal. Now if you post a standard journal to either account 73501 (or output VAT) or 73502 (or input VAT) it affects my VAT return figures so th...

Created 28 Feb 15:35 by Guest

IRIS KashFlow

0 New
2 Vote

Ability to add Hyperlinks to Quotes when emailing

This was a function available in the old system. It is still available when emailing invoices as they are still in the old system. It was critical to our business as we insert links to products which are in the quotes. You can now only insert a 'p...

Created 27 Apr 07:31 by Bex Aiken

IRIS KashFlow / Invoicing & Quotes

0 New
2 Vote

Looking for a list of invoices issued in a specific date range (Repoprts / Sales / Invoice List, but find yourself limited by the 25 document limit?

Go to Reports / Business /Activity Report, enter your date range, tick Sales and All Items and Bingo!

Created 24 Apr 09:05 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
8 Vote

Report Builder

To be able to extract fields from various areas such as invoices and purchases for example.

Created 12 Jul 13:51 by Guest

IRIS KashFlow / Invoicing & Quotes

3 Planned
1 Vote

Remove product box when creating a quote

The product box is not necessary for our business, leading to a compressed description box. This would make the screen look less cluttered.

Created 01 Feb 16:24 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
8 Vote

Re-instate the google postcode look up button on the customer details screen

I use this button regularly to check customers invoice and delivery address when taking orders over the phone

Created 11 May 10:59 by Guest

IRIS KashFlow / Customers

1
1 Vote

More detailed statements

Enhance customer statements to include each individual invoice descriptions, providing a detailed overview of the work carried out, alongside the invoiced amounts. on customer statements so that the statement also shows what has been written in th...

Created 31 Jan 14:06 by Guest

IRIS KashFlow / Customers

0 New
1 Vote

Final Demand Notice on Invoices

on our invoices we have "Overdue" when they are overdue for payment, it would be good if there was an option for it to say "Final Demand" when needed.

Created 31 Jan 12:52 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
2 Vote

Bank Feed - one payment to different invoices

Why are you not able to allocate one payment on the bank feed to three seperate invoices? This would make life a lot easier.

Created 06 Apr 05:20 by Guest

IRIS KashFlow / Bank

1 New
7 Vote

Insert missing months in bank recs

We noticed that a month was missing in 2014 as it had been deleted in error (not sure why). We had to delete all the years from 2019 back to 2014 and reconstitute the reconciliations despite all the remaining months being completed and reconciled....

Created 31 Jan 12:39 by Guest

IRIS KashFlow / Bank

0 Planned