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1 Vote

Printing purchase/sales lists

When printing an overdue purchase or sales list, selecting "100 items" and printing does not take into account the second or third page which means having to print 2 or three separate lists for what should be compiled onto one list. Please amend t...

Created 5 Dec 03:09pm by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Creating purchases/sales invoices

The KF number used to be given once the purchase has been put on, this was a better system because there is no way of someone forgetting to save the invoice whilst thinking they have put it on (you only get a ref number once you have fully complet...

Created 5 Dec 03:05pm by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Bank reconcilitions - no balance at the bottom

When completing the bank reconciliation, it does not tell you the "kashflow closing balance" and "statement closing balance", this was a helpful feature for working out where the difference is

Created 5 Dec 03:03pm by Guest

IRIS KashFlow / Bank

0 New
1 Vote

Printing purchase/sales lists - total not showing

When printing an overdue sales/purchases list, the total amount overdue is no longer appearing at the bottom of the list. When you print the list, it also prints with the date and kashflow url at the top of the page which occasionally overwrites t...

Created 5 Dec 03:00pm by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Editing invoices - to be more user friendly

When you go into an invoice to amend something such as the company, there is an edit symbol next to the client name, for example; If you click invoices and search 12484 and select the invoice, then click the pen symbol next to the company name,...

Created 5 Dec 02:59pm by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Email Templates: add [Project Name] to text substitutes

It would make sense to be able to refer to the project name in the email heading or content when issuing an invoice.

Created 21 Nov 12:42pm by Michael Chadderz

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Customer credit limits - notifications when limit is reached would help.

Some sort of notification when a customer reaches their credit limit would greatly improve the system. When accepting new orders this could be checked quickly.

Created 21 Nov 11:06am by Guest

IRIS KashFlow / Customers

0 New
1 Vote

Please make the whole of KashFlow read only for the client so that they cannot mess up their accounts

Please make the whole of KashFlow read only for the client so that they cannot mess up their accounts There should be a tickbox in KashFlow Connect that makes the client's KashFlow totally read only for the client.

Created 18 Nov 04:45pm by Guest

IRIS KashFlow Connect / Clients

0 New
1 Vote

Ability to batch print multiple purchases

Please can I suggest that you add the functionality to batch print purchases? This function is available for sales invoices, whereby one can select multiple invoices and then download them all as a single pdf and print them as one document. Howeve...

Created 8 Nov 11:39am by Guest

IRIS KashFlow / Purchases

0 New
1 Vote

Purchase Order - Option to make it a requirement to have a PO before saving

Quite simply - if we don't have a purchase order on an invoice, we don't get paid. My biggest killer of cashflow is when I've sent an invoice, it doesn't get paid, and when I chase it's because I forgot the PO. Often, you can't just re-submit...

Created 6 Nov 04:49pm by Gavin

IRIS KashFlow / Invoicing & Quotes

0 New