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1 Vote

Bulk invoice / statement emailing

When I used QuickBooks, there was a function to allow me to email statements to clients who had a balance (I could select 30, 60 or 90 days). It was handy as it would just email each client what they owed, and I didnt have to click on each client ...

Created 10 Jan 09:29 by Guest

IRIS KashFlow

0 Already exists
1 Vote

'Income by Department' feature in income reports

i would like to run a report to determine the income for each department between specified dates - exactly like you would when running the 'income by sales code' report. is this possible?

Created 10 Jan 09:29 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
1 Vote

Sort Invoices and Purchases by Paid Date

It would be really useful if on the Invoices and Purchases overview pages we could sort the invoices/purchases by the date it was paid. At the moment in order to find out when an invoice was paid you have to go into the invoice itself which can be...

Created 10 Jan 09:29 by Guest

IRIS KashFlow / Uncategorised

0 Already exists
1 Vote

On creation of a new customer invoice and project that the details may be populate to the project folder

In addition it would be useful when entering a new customer , when proceeding to invoice and add a new project that the customer indicated could be automatically added to the project OR that a box be added to the pop up window.It would be good if ...

Created 10 Jan 09:29 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
1 Vote

Multiple invoicing systems within one company.

One business, multiple locations each with different contact details and using different invoicing numbers. Been advised so far to use themes if possible for client and to post the request here.

Created 10 Jan 09:29 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
1 Vote

Enable the entering of customer receipts relating to Invoices from an earlier, locked, period without having to keep unlocking it.

At the moment, as far as I am aware, you have to unlock the earlier period before you can enter any customer receipts relating to invoices raised in the earlier period. It would be helpful if you could enable the entering of customer receipts rela...

Created 10 Jan 09:29 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
1 Vote

Option to switch off automatic allocation

We need to be able to switch off the automatic allocation of bank transactions against invoices because often they are incorrectly allocated. (Separate to the ability to turn off matching rules)

Created 10 Jan 09:29 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
1 Vote

Ability to use other merchant banks with payment gateway instead of only world pay

More options with payment gateway to include other merchant accounts and possible saves customers having to move or close existing merchant accounts.

Created 10 Jan 09:29 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
1 Vote

Multiple customer branches

I have several customers who have many branches. Each branch orders and the order is packed and shipped to the individual branch. The invoice goes to either the branch for approval or the head office, but all payments are made centrally at Head Of...

Created 10 Jan 09:29 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
1 Vote

file:///C:/Users/User/Downloads/vat-return-of-trader-details.pdf

Hello - My accountant tells me I need the below reportfile:///C:/Users/User/Downloads/vat-return-of-trader-details.pdf Can you advise if this possible and if not if / when could it be done. thanks fleur

Created 10 Jan 09:29 by Guest

IRIS KashFlow / Uncategorised

0 Already exists