Help us improve

During bank reconciliation, make running balance visible at all times as you scroll up and down.

When I'm doing a bank reconciliation, I like to check each day's statement balance against the running balance as I work down the list. To do this, I have to scroll up to the top to check the running balance and then go back to where I was. If the...

Created 01 Mar 17:07 by Guest

IRIS KashFlow / Bank

0 Acknowledged

4 Vote

Allow bank transactions that are created through the Match/Create/Transaction route to be allocated to more than one code. At present the system only allows you to post to one. Many invoices have more than one item ( carriage/assets/repairs/ etc). The same would be useful for bankings using the same process.

It will allow multi-item invoices to be created direct from the bank instead of going through the long winded creating an invoice route.

Created 01 Mar 15:37 by Guest

IRIS KashFlow / Bank

0 Acknowledged

1 Vote

enable pre set comments in invoices

You can set up products and then add them to invoices from the drop down . I would like to do the same with comments. I have standard words that I need to add to invoices as comments, not products with prices etc.

Created 13 Mar 12:09 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New

4 Vote

I would like to be able to see quotes which have subsequently been converted to invoices.

It would benefit me and would be a tracking mechanism for the accounts department in my company

Created 28 Feb 14:35 by Guest

IRIS KashFlow / Invoicing & Quotes

1 Acknowledged

4 Vote

Remove prices on individual items,just one total on quote.

You have the ability to remove the end total on a quote / estimate but not the other way around. Id like to see the totals from each line removed to just show the complete total for all lines. Perfect for people who don't want to show individual c...

Created 26 Feb 16:37 by Gareth Hope

IRIS KashFlow / Invoicing & Quotes

1 Acknowledged

Help us improve

Filter by status

Filter by category

Using hours to manage holiday, sickness etc

En masse percentage payment increase for workforce

Removing sales graphs when in sales only access

attach documents to bank transaction as an attachment

Add a switch to select between 'Proforma' and 'Quotation' as it is created.

During bank reconciliation, make running balance visible at all times as you scroll up and down.

enable pre set comments in invoices

I would like to be able to see quotes which have subsequently been converted to invoices.

Remove prices on individual items,just one total on quote.

Filter by status

Filter by category

Identify yourself with your email address

Using hours to manage holiday, sickness etc

En masse percentage payment increase for workforce

Removing sales graphs when in sales only access

attach documents to bank transaction as an attachment

Add a switch to select between 'Proforma' and 'Quotation' as it is created.

During bank reconciliation, make running balance visible at all times as you scroll up and down.

enable pre set comments in invoices

I would like to be able to see quotes which have subsequently been converted to invoices.

Remove prices on individual items,just one total on quote.