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2 Vote

A trail balance that prints opening balances only

I would like to be able to print a trail balance at the start of the year that shows only the opening balances. At the moment I have been advised that if there are transactions on the first day of trade that these will also be included in this rep...

Created 30 Oct 13:10 by Guest

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

Invoicing for a stock item (box of sweets) from a number of stock components (100 sweets + a box) updates stock of all items

It would be a useful feature for us to be able to make up a boxed product from stock items - so when invoicing for a box of sweets which contains 100 sweets in stock, one selects box of sweets from products and the software takes 100 sweets and a ...

Created 27 Oct 12:00 by Rob Atkin

IRIS KashFlow / Other

0 Acknowledged
2 Vote

Ability to print multiple invoices according to specific criteria

I would find it useful to be able to print all unpaid/outstanding invoices as I then attach them to my magazines when I post out advertiser copies. Now I have to print them one by one.

Created 26 Oct 07:34 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
2 Vote

Enhance Search functionality with filters

The search functionality is excellent. However, it would be nice to narrow it down sometimes with filter options around dates, invoice amount, and other parameters.

Created 09 Oct 09:59 by Katrina Boydon

IRIS KashFlow / Other

0 Acknowledged
2 Vote

Allow customers to be sorted by date added and not only alphabetically

I am more likely to be searching for a recently added customer than the customer beginning with the letter A. Show the date added. Sometimes this is useful to jog memory about the customer. Still retain the ability to sort alphabetically, of course.

Created 09 Oct 09:53 by Katrina Boydon

IRIS KashFlow / Customers

0 Acknowledged
2 Vote

Consider bank transfer on the Unreconciled Bank Transaction Report

If the bank transfer has been reconciled then do not include on the report, if it hasn't been reconciled then include on the report.

Created 06 Oct 08:47 by Natasha Chryssafi

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

Allow the "Sales" role in multi-user setup to add Projects

I don't know why you felt it necessary to close this role off to Sales people, but it's the one additional feature that would make the new multi-user functionality fully fit for purpose at our company. I cannot see what the risk/problem is with th...

Created 05 Oct 13:28 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
2 Vote

Automated conversion of Paypal imports

It would be hugely convenient if my Paypal imports were automatically converted to invoices rather than having to do it manually. Can this be set up?

Created 27 Sep 14:39 by Guest

IRIS KashFlow / Partner Apps

0 Acknowledged
2 Vote

Different reply to address

We use an external SMTP service to send kashflow notifications - however so it doesn't get in the way of our base domain MX records we run it via a subdomain EG out.domain.com - but our Kashflow is currently set to send them from EG domain.com - b...

Created 14 Sep 15:43 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
2 Vote

Introduce a self billing invoice for a supplier within Kashflow?

For example if a cleaner works for 2 hours a week for a client can the system be enabled to prepare an document as though it were an invoice from the supplier to support a payment by the client to the supplier thereby avoiding the need for the cle...

Created 13 Sep 16:10 by Guest

IRIS KashFlow / Purchases

0 Acknowledged