Help us improve

3 Vote

Due date field to be visible.

It would be very helpful if the 'due date' field was visible in the Suppliers > transactions area.

Created 12 Nov 12:14 by Dan Roberts

IRIS KashFlow / Suppliers

0 Acknowledged
1 Vote

Attach expense invoices to projects

I want to track the actual costs of delivering a project

Created 21 Nov 12:58 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
3 Vote

Additional Users ACCESS to Reports - ability to switch on and off

Our client has additional users, the client does not want a particular user who has the role Manager so that they can enter sales, purchase , quotes and bank transactions the client does not want them to see the following reports : Under Financial...

Created 08 Nov 10:16 by Guest

IRIS KashFlow

0 Acknowledged
3 Vote

Report in date order

If you run an aged debtor list and export the info as a csv file then each customers invoice dates do not run sequential. Customer Name Invoice Date Invoice No. CUSTOMER 10/04/2018 28778 CUSTOMER 01/05/2018 28934 CUSTOMER 01/06/2018 29180...

Created 07 Nov 15:17 by jackie lammie

IRIS KashFlow / Customers

0 Acknowledged
3 Vote

Edit how the Statement looks so you can add extra info like how to pay etc.

We can add a text box of info at the bottom of our invoices - in this box we add info on how to pay etc. It would be useful if we could do something similar on the statements that we send out.

Created 31 Oct 15:45 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
3 Vote

Enter budget figures on a line by line basis on projects and be able to run reports showing this comparison data

No description provided

Created 31 Oct 11:12 by Guest

IRIS KashFlow / Projects

0 Acknowledged
3 Vote

Add our letter head to the reminder notice

When printing out the reminder notice it looks better if our Letter head could be included

Created 30 Oct 15:47 by Guest

IRIS KashFlow / Payments

0 Acknowledged
3 Vote

Assigning batch payments to part paid invocies

When assigning a batch payment, I would like to be able to see part paid invoices listed so that I can clear the remaining balance. It seems a bit obvious and therefore I can't understand why it isn't already possible. Similarly, when a batch paym...

Created 30 Oct 13:04 by L Smith

IRIS KashFlow / Payments

1 Already exists
1 Vote

Allow Date Substitutions to work on Order Ref field

When using repeat invoices, the ability to use date substitutions in the Order Ref field is something I would have expected to be able to do, given that Order Ref numbers usually need to be unique, but it currently does not work. As an example, we...

Created 16 Nov 13:11 by Colin Smith

IRIS KashFlow / Invoicing & Quotes

0 New
3 Vote

Enable adding a repeat bank transaction to a supplier

We pay some suppliers by monthly standing order or direct debit, the amount being the same. It would be useful to be able to set up a repeat bank transaction tied to a supplier.

Created 25 Oct 08:23 by Anna Hales

IRIS KashFlow / Suppliers

4 Already exists