Help us improve

1 Vote

Please give the option to rename Purchase Invoices

We only use the Purchase Invoices field for our purchases. However we would prefer it was labelled 'Purchase Orders'. Please can you give this option. You previously only had one field for purchases and when you changed it to two fields it caused ...

Created 01 Mar 15:40 by Guest

IRIS KashFlow / Purchases

0 New
1 Vote

Credit Control Chase letters to show balance of actual outstanding amount of an invoice rather than original amount.

Automated credit control letters pick up the total of the original invoices and not the outstanding balance of the invoice, following part payment. Is there a way to state the actual balance rather than the original balance?

Created 01 Mar 15:38 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
2 Vote

Move Bank Accounts to appear in the order you want to see them rather than date added.

If you have various accounts it's useful to see the ones you use the most regularly appear at the top of the page. It would be great to be able to drag and drop them so they appear in the order you want.

Created 07 May 11:48 by Guest

IRIS KashFlow / Bank

0 New
3 Vote

CONTACT customers

Would be great if we could use the kashflow system to contact customers. Our example would be we have to remind customers annually to carry out a service and this facility within kashflow would be amazing as all the information for the customers a...

Created 12 Jul 13:31 by Guest

IRIS KashFlow / Customers

0 Acknowledged
3 Vote

Web site and co registration number

It would be really helpful if you could add the website and company registration number on the invoice (similar to where the vat number and phone number are).

Created 10 Jul 11:54 by Guest

IRIS KashFlow / Other

1 Acknowledged
3 Vote

Statements

to have a column with 'Outstanding Balance' when a client part pays an invoice

Created 10 Jul 09:25 by Annie

IRIS KashFlow

2 Acknowledged
3 Vote

Allocate multiple payments against multiple invoices

For one customer or supplier we need to Allocate multiple payments against multiple invoices that balance to nil. The amounts do not match individually but do in total

Created 04 Jul 10:06 by Guest

IRIS KashFlow / Purchases

1 Acknowledged
4 Vote

Link projects to bank feed

When I import the bank I want to immediately allocate to one project rather than have to duplicate my work and go back after and repost. Also for historic work, I should be able to allocate all invoices from one customer to a project as one entry....

Created 01 Sep 12:42 by Sharon Minkin ACA

IRIS KashFlow / Projects

0 Acknowledged
1 Vote

Purchase Order Reporting

Please could a Purchase Order report be created on Kashflow? It would help if we could run monthly reports whereby they can be emailed and printed off for discussion.

Created 21 Feb 09:36 by Guest

IRIS KashFlow / Reports

0 New
2 Vote

Introduce Credit Limits for Customers

Credit limits for customers would give an early warning to credit limits being reached and would aid credit control

Created 23 Apr 15:46 by Guest

IRIS KashFlow / Customers

0 Planned