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1 Vote

Export Chart of accounts to .csv file

In the chart of accounts there is only the option to print a full list of the chart of accounts to a .pdf format. It would be useful to be able to download this into .csv format

Created 10 Jan 13:44 by Guest

IRIS KashFlow / Other

0 New
1 Vote

Create Invoice - Add Default Payment Option

When I now copy an existing invoice as a new invoice, the payment option defaults to "No payment option" for some reason. This confused me as I never even thought to check what that option was set to (the customer previously used Iris Pay). It sho...

Created 10 Jan 13:33 by Rich Mellor

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

To be able to view past sent statements

i am unable to view statements tht have been sent. I can only view a notes saying its been sent and the time not the actual statement.

Created 09 Jan 16:53 by Anonymous

IRIS KashFlow / Customers

0 New
2 Vote

Enable use of product codes in journal and bank spend/receipt

When I accrue for electricity each month - using a journal entry or I do a bank spend - I cannot use a product code. ie the accrual just goes into utilities under 'unassigned' on the P&L - which is REALLY irritating!

Created 17 Mar 11:26 by Guest

IRIS KashFlow / Other

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
1 Vote

Include 'send statements' check box on Profile

This would be useful so it works in harmony with the new 'schedule statements' tab rather than all contacts receiving statements

Created 05 Jan 12:46 by Guest

IRIS KashFlow

0 New
3 Vote

Matching Rules to have cost centre function

We would like the ability to add the cost centre into the matching rules, we have dozens of electricity payments coming out of the bank and they are all for different meters/cost centres so it would be great to have this function as a option

Created 10 May 11:58 by Guest

IRIS KashFlow / Bank

0 New
9 Vote

Financial reports automatically populate with current accounting period

When running the financial reports it would be most helpful if the start date and end date would populate with the current accounting period.

Created 28 Mar 16:08 by Emma Ransom

IRIS KashFlow / Reports

1
4 Vote

Add Project to Expenditure by Purchase Code Reort

There is no way to identify when or how much a Purchase Code is used across multiple projects or how many and to what extent different Suppliers are involved. Adding new report where the details of ' Expenditure by Purchase Code' include a Project...

Created 16 Jun 12:52 by Guest

IRIS KashFlow / Reports

0 New
5 Vote

Allow bank transactions to be Matched to both Sales and Purchase Invoices

Some of our clients have the same business as both a customer and a supplier and when payments are made these invoices are contra'd off against each other. It would be useful to be able to match bank receipts/payments to both Sales and Purchase in...

Created 05 Aug 08:39 by Melanie Vaughan

IRIS KashFlow / Bank

0 New