Help us improve

1 Vote

Ability to copy between customers and suppliers

I have several suppliers who are also customers - it would be nice if there was a means of copying details across between the two tables.

Created 26 Nov 16:21 by Rich Mellor

IRIS KashFlow / Customers

0 Will not implement
1 Vote

Help New Users to Migrate From Other Systems

I found your useful guide to creating opening balances (eg when migrating from another accounting system); although creation of a Journal is confusing as you need to know whether entries should appear as a debit or credit in the suspense account. ...

Created 26 Nov 16:20 by Rich Mellor

IRIS KashFlow / Uncategorised

0 Acknowledged
1 Vote

Text substitutions for e-mails on the Total value to not include the '£' symbol

I was customising the email template with text substitutions and wanted to use [TOTAL] but not show the '£' sign so it can be used to add to payment links such as Paypal etc.

Created 23 Nov 10:10 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Option to automatically email repeat purchases.

As with repeat invoices it would be good to have the option to automatically email repeat purchases. It helps suppliers. I my case subcontractor doing regular work

Created 22 Nov 10:06 by Guest

IRIS KashFlow / Purchases

0 Acknowledged
1 Vote

Purchases Batch Payment Total Button

When I have creatted a Batch Payment, I need to remember the total amount for paying to the supplier by internet banking. If I copy the amount it is wrongly formatted with £ and commas. It would be really useful to have a button that just copied t...

Created 21 Nov 15:54 by Cliff Thorne

IRIS KashFlow / Purchases

0 Will not implement
1 Vote

Allowing you to select specific invoices at once and send them

Customers often request for specific invoices and the only way to do this is email them all individually which is annoying.

Created 21 Nov 11:57 by Guest

IRIS KashFlow / Invoicing & Quotes

1 Already exists
1 Vote

Bulk Payments to the top of the bank section

When you currently add a bulk payment it automatically adds it to the bottom of the day instead of the top. No matter what you cannot alter where the bulk payment was actually paid. This makes this bank statements not match the kashflow ones.

Created 21 Nov 11:26 by Guest

IRIS KashFlow / Bank

0 Acknowledged
1 Vote

Allocate purchase items to a project

Sorry, this idea was posted in error. The system already supports the allocation of purchase items to a project.

Created 20 Nov 13:33 by Guest

IRIS KashFlow / Projects

0 Already exists
1 Vote

MARKING INDIVIDUAL ITEMS ON AN INVOICE AS PAID / UNPAID

Hi The nature of our business is such that we produce a monthly invoice to our customers detailing numerous items. The nature of the payments being made is such that they can be at varying times and sometimes completely missed and have to be chase...

Created 16 Nov 12:16 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Will not implement
1 Vote

Mobile App International Access

Not all your customers are based in the UK. It would be nice to have access to the app in the app store (Google and iTunes) with an account registered outside the UK. (Currently only UK users have access to the app..)

Created 14 Nov 17:01 by Salem de Bezenac

IRIS KashFlow / Mobile Apps

0 Will not implement