IRIS KashFlow

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PO Box and Customer Account number box on invoices/acknowledgements

Following the updates on the acknowledgements and invoice screens, previously we could enter PO number and then enter customer name and it would save the details Now although the PO box is above the Customer name if you enter the PO first when you...

Guest over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

4 VOTE

Add more choices in the Status Field in Projects?

Projects are a great way to track the timeline but it would be much easer if you could have more than just Active, Completed and Archived. An open field selection where you could customize the Project status would be the best but adding a few more...

Guest almost 6 years ago in IRIS KashFlow / Projects 0 Acknowledged

2 VOTE

Show Outstanding amounts on onscreen reports

Currently the only amount shown on Customer and Supplier on-screen reports is the full amount of the invoice, it would be so incredibly helpful if you could also see the outstanding amount.

Guest almost 3 years ago in IRIS KashFlow / Customers 0 New

1 VOTE

Allow manager accounts to see 12 month sales growth chart on dashboard

Only standard accounts can access the 12-month sales growth chart on their dashboards and manager accounts cannot. I would be beneficial for manager accounts to also have this so we can see the currently monthly sales growth to check for errors etc.

Guest over 1 year ago in IRIS KashFlow / Reports 0 New

4 VOTE

Stop logging out automatically option - for companies without any security issues

No description provided

Guest almost 6 years ago in IRIS KashFlow / Dashboard 1 Acknowledged

4 VOTE

Ability to change purchase and sales codes

KashFlow have used MTD as a reason to withdraw the ability to change sales and purchase codes once a VAT return has been submitted. This restriction is not a current requirement under MTD and will create a huge burden in correcting incorrect entri...

Guest almost 6 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

4 VOTE

Enabling the customisation of Statements

It isn't currently possible to customise customer statements in the same way that invoices are customisable. It would be useful to be able to add additional text boxes etc to the statements.

Gethin Davies almost 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

4 VOTE

Customer Statements

With the new Kashflow platform, we have to go into a number of individual pages to tick the customers who we want to send statements to and then choose the date range. This is very time consuming and in our opinion a backward step compared to the ...

Guest almost 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

4 VOTE

Allocation of refund by supplier

If using bank feeds there is a refund from a supplier you can allocate it on account on the supplier account but then when you go into the supplier account you cannot allocate it against a credit note

Guest almost 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

3 VOTE

Supplier Account No. in 'Your Ref.' section of Remittance Advice - NOT first invoice no. of batch payment

When you make a batch payment to a supplier, the remittance advice automatically inputs the first invoice no. from the list of payments in to the 'Your Ref.' section This is very confusing for the supplier you are paying as inserted in here should...

Guest over 4 years ago in IRIS KashFlow / Purchases 0 New

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