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change the sort order of products in the drop-down

It would be really useful when creating an invoice if the order of the products could be changed to make scrolling down the list for them easier. I know you can use the search box but it would be very helpful for them to be in sorted alphanumerica...
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

When importing a journal from csv file the ability to add a project number

As you are already able to input a project number when inputting a journal manually it makes sense to able to also do this when importing a journal from a CSV file. Currently you have to import the journal and then manually edit each line to alloc...
Guest over 4 years ago in IRIS KashFlow / Projects 0 New

disable auto credit control for a specific customer invoice

When a customer rings to arrange a payment plan, I would like to disable the auto credit control for that specific invoice. I want to stop the chase letters being sent to them, for that invoice. I would like it to still appear on a statement, to s...
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Making invoices pdfs editable

I have had a few queries from clients who receive our invoices and have said that they are read only and they are unable to make notes on. As many are now working from home and unable to print and sign they need to approve electronically for their...
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

'Additional text' to appear on statements

In Settings>PDF Themes>Default Theme>Misc options, there is a field for 'Additional text' that can then appear on invoices, quotes, POs and packing slips. We enter our bank details here for UK and International payments so that they alway...
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Notification of when recurring Invoices stop

I would like to see a feature that allows a user to create a notification for when recurring / repeat Invoices stop. As a user of the system I create several recurring Invoices for councils that get Invoiced monthly. Councils only release PO numbe...
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Bank feed: match expenses in bulk

When uploading a statement, I have multiple items which would fall under the same group, e.g. Microsoft/Subscriptions or Amazon/Computer Peripherals, etc. Rather than entering the same details for each line, it would be a great time saver to selec...
Angelo Corbo over 4 years ago in IRIS KashFlow / Bank 0 New

Improve Workflow on Importing Paypal Payments

I find that most of my time on Kashflow is spent editing invoices created by the Paypal import. The process is extremely tedious and open to mistakes At the moment, the steps are: Import Paypal transactions Look for where funds have been transferr...
Rich Mellor over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Recharge purchases to customers

I would like to be able to add multiple purchases to an invoice for a client. Rather than copy one by one, could you 'add to' a sales invoice on a cumulative basis
Alison Bryan over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Purchase Wholesale/Sell Retail

I've found it extremely frustrating that you can enter wholesale prices but you can't purchase in wholesale only sell in wholesale! Could you please fix this?? I now have to add all the codes again with another cost!
Guest over 4 years ago in IRIS KashFlow / Suppliers 0 New