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IRIS KashFlow

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Individual customer activity report with payment history

When customers are querying whether they have overpaid you, you need to be able to print off an activity report for that customer to show them all paid invoices and dates/amounts of payments received. With large, ongoing projects, some clients mak...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Already exists

IBAN + BIC

Hi team, Would be great if you could add BIC and IBAN details under "other info and settings" of supplier details instead of only the sort code and bank account number. Useful for anyone dealing with international suppliers. Thanks
Guest over 8 years ago in IRIS KashFlow / Suppliers 0 Acknowledged

Go Cardless Feed

This would be handy so we could download transactions into Kashflow rather than upload csv files manually.
Guest over 8 years ago in IRIS KashFlow / Bank 1 Already exists

a static box at the top of a bank rec screen that shows the reconciled balance as you tick through the items!

No description provided
Guest over 8 years ago in IRIS KashFlow / Bank 1 Acknowledged

add on a percentage to the final total on an invoice

would be really helpful if you could have an option of adding a % (either 20% or 10%) to the final total on an invoice. i'm an agent so have to add on a certain percentage on to the total. i'm finding that I have to do this manually, which is what...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Already exists

It would get great to create a quote template with predefined sales codes and comments

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Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Will not implement

Activity Report - Ref column has the Purchase and Invoice reference. Could you make it a hyperlink so we can easily jump to the original?

Activity Report - Ref column has the Purchase and Invoice reference. Could you make it a hyperlink so we can easily jump to the original?
Guest over 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

ability to insert a forgotten line in an invoice between existing lines without having to laboriously move it up from the bottom

ability to insert a forgotten line in an invoice between existing lines without having to laboriously move it up from the bottom
Guest over 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Adding EXPORT Shipping info on Invoice templates

My business involves exporting and on the Invoice it requires to display the container number, seal, vessel info etc.. I can see the option within customer info however, this needs to be integrated on per invoice basis. Is this something you can h...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 1 Already exists

Custom Fields - Drop Down Boxes and Defining Their Location

Understandably you can't build a system that suits all customers, hence the ability for us to create our own "custom fields". Currently we can create tick boxes or text boxes, could we also have a third option for drop down boxes so that we can de...
Guest over 8 years ago in IRIS KashFlow / Other 0 Acknowledged