Help us improve

2 Vote

Add due date to aged creditors report

This would be useful to help us identify which creditors we need to pay in our payment run.

Created 23 Apr 14:38 by Guest

IRIS KashFlow / Purchases

0 New
2 Vote

Merge 2 Client Accounts

We have 2 client accounts for 1 client. This has happened because user didn't check if client had an account before adding as a client. For data cleansing and analysis, this is a bit of a pain, producing data that is lacking for the client. It wou...

Created 22 Apr 08:45 by Guest

IRIS KashFlow / Customers

0 New
3 Vote

paid stamp on purchase invoices

I think it would be a good idea on purchase invoice's when its paid, it can be marked with a PAID stamp so I can email the purchase invoice to the supplier, as some suppliers are wanting the details within the purchase and not just a remittance wh...

Created 09 Jan 15:52 by Guest

IRIS KashFlow / Purchases

0 Started
16 Vote

Manage payments

We will need to take and make payments through Ebay Direct soon. We can not at the moment convert payments into invoices on the system (as you can with paypal, have been told this by your support team) We will have no choice soon but to change to ...

Created 29 May 08:53 by Guest

IRIS KashFlow / Payments

7 New
2 Vote

Reduce width of Invoice so that it fits screen without scrolling or reducing font size

In old Kashflow once you had selected Sales and Product Codes they were no longer displayed on the invoice - now they take up too much space and you have to scroll to see the whole line to include the total price. We can't reduce the screen size a...

Created 18 Apr 16:20 by Guest

IRIS KashFlow / Invoicing & Quotes

1 New
28 Vote

Show Stock on Balance Sheet

My P&L isn't always accurate because sometimes I've bought stock for later re-sale, thus my purchases are high without reflecting that stock levels have increased. My accountant also moans about the trial balance/balance sheet not showing stock!

Created 10 Jan 09:16 by Guest

IRIS KashFlow / Uncategorised

6 Acknowledged
3 Vote

Default Time Period for transactions on the customer screen

There should be a way to change the default “Time Period” on the Transactions screen of the Customer Details page - or at least default it to something more sensible. I regularly go in there to find the last invoice we sent to a customer. But beca...

Created 04 Jan 15:26 by Rob Wheatley

IRIS KashFlow / Customers

2 New
3 Vote

SETTING TRANSACTION DATES IN SALES AND PURCHASE ACCOUNTS

In the new version of Kashflow, the date in customer and supplier accounts defaults back to 01/01/2024 meaning no previous transactions can be seen. Not helpful when we're only on 04/01/2024! It would be helpful if I could set the default date mys...

Created 04 Jan 10:03 by Guest

IRIS KashFlow / Customers

0 Acknowledged
27 Vote

Unified Customer & Supplier Accounts

Sometimes I have clients who are also suppliers. Would it be possible to have a tick box in their details to be Customers as well as Suppliers to save putting the info in twice?

Created 10 Jan 09:15 by Guest

IRIS KashFlow / Uncategorised

1 Will not implement
26 Vote

Date Entering Shortcuts

Can date short cuts be introduced to save time when entering a number of invoices/payments? It can be quite time consuming having to enter the full date every time. Examples being: 4 - enters 4th of the current month 4/3 - enters 4th March of curr...

Created 10 Jan 09:16 by Guest

IRIS KashFlow / Uncategorised

5 Acknowledged