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2 Vote

Re-instate the Product Code column in the P&L report drill down

When a P&L report produces "Unassigned" items and you click through to the report, you get a list of all items, not just the unassigned ones. You used to get a column in the report showing the product code as well which then makes it easy to i...

Created 06 Jun 15:58 by William Garton-Jones

IRIS KashFlow / Reports

1 Acknowledged
2 Vote

Please can we be able to Download the Unreconciled Bank Items to csv

This would be great for management accounts as currently I have to manually enter this all into our accounts on excel

Created 06 Jun 07:51 by Guest

IRIS KashFlow / Bank

0 Acknowledged
2 Vote

Remove archived bank accounts from dashboard

The dashboard is intended to give you a quick overview of where you stand but its currently quite crowded. Is there a way to remove archived bank accounts from dashboard so we're not wading through accounts that are not needed anymore? It would ne...

Created 02 Jun 07:39 by Guest

IRIS KashFlow / Dashboard

1 Acknowledged
2 Vote

Call credit note what they are

When i email a credit note it should say CREDIT NOTE no... Not invoice no.. A few cusomers have complained about this

Created 24 May 09:26 by Guest

IRIS KashFlow / Invoicing & Quotes

1 Acknowledged
2 Vote

Associate an Invoice with a Contact

Great - we can now have multiple Contacts for a Customer Now can we associate an Invoice (and Quote) with a particular Customer Contact - this would mean the Invoice is marked in some way as being associated with that Contact, emails to the Cust...

Created 23 May 09:10 by Charles Hewitt

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
2 Vote

Trade Shift Integration

Please bring back the Tradeshift integration https://tradeshift.com

Created 22 May 08:01 by Charles Hewitt

IRIS KashFlow / Partner Apps

1 Acknowledged
2 Vote

Add a check box next to email address for customers who have opted in to receive marketing emails

I diligently add all email addresses to my customer records. Obviously essential for communicating about invoices due etcc. Occasionally, I want to send offers to my list. I ask my customers in advance if they're happy to receive but have no way t...

Created 20 May 18:47 by Katrina Boydon

IRIS KashFlow / Customers

0 Acknowledged
2 Vote

Allow Customer List (and Supplier List) to be Sorted by Date Added

I sometimes add several customers in one day and then go back the follow day to create a quote. I can't always remember the names and it is frustrating trying to find them again. Could be solved easily by having a Date Added column and allowing so...

Created 18 May 12:43 by Katrina Boydon

IRIS KashFlow / Customers

0 Acknowledged
2 Vote

Profit & Loss reports - select a DEFAULT reporting period

Whenever I run a P&L report - the default offering is "this year". I always have to change it to "this accounting period". I would guess that "accounting periods" are more commonly used than calendar years. - of course, you may have some bette...

Created 16 May 07:59 by Guest

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

Add delivery address to recurring invoice

To automate my accounts want to set up recurring invoices. Unfortunately client and delivery site for my service are different things - without being able to add the delivery address field to the invoice I cannot invoice automatically - have to do...

Created 11 May 11:20 by Natalie

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged