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3 Vote

Aging analysis to customer statements

It would be useful to have to option to produce a statement that can be sent to a customer that shows an aging of invoices/credits as an analysis at the bottom of the statement i.e. those invoices that are less than 30 days old, 30-60 days 60-90 d...

Created 01 Oct 15:09 by Guest

IRIS KashFlow / Customers

1 Acknowledged
3 Vote

Automatic Direct Debit Payments

It would be great if payments for due invoices were automatically collected on a set date agreed with the customer, currently I have to go to each customer individually and process the direct debit payment which is very time consuming.

Created 01 Oct 12:04 by Guest

IRIS KashFlow / Payments

2 Acknowledged
2 Vote

Can a project allocation be added to the journal csv import template?

I have a client that uses projects to identify income and expenditure across multiple income streams. They use consistant nominal codes across these projects but I need to reallocate how the projects are recorded historically. At the moment this i...

Created 19 Oct 08:15 by Guest

IRIS KashFlow / Projects

0 New
2 Vote

Supplier invoice to default to which ever supplier you are using

When you select a supplier and enter an invoice it would be better if the system kept you on this supplier to enter the next invoice without having to choose the same supplier from the list again. So the system would always default to the supplier...

Created 15 Oct 08:31 by Guest

IRIS KashFlow / Suppliers

1 New
2 Vote

Overpaid customer invoices should appear in the batch payments screen

Invoices that have been overpaid by a customer should be available for selection as part of a batch payment, as often they will be recouped on the next remittance.

Created 13 Oct 09:13 by Anna Hales

IRIS KashFlow

0 New
3 Vote

Adding receipts: revert to old 'click arrow' system so all 3 date entries match

Previously on the old system, there was an arrow to click which enabled the dates to all match the invoice date - now we have to change the date in 3 places adding time to creating a receipt. Can this arrow be re-added please? Thanks

Created 20 Sep 09:51 by Binita Walia

IRIS KashFlow / Purchases

0 Acknowledged
2 Vote

Adjustable column width

To make column width adjustable according to our preference.

Created 11 Oct 13:18 by Guest

IRIS KashFlow / Purchases

0 New
3 Vote

Column widths for reports

Beneficial to be able to adjust at least the column widths when looking at the list of quotes and sales invoices

Created 12 Sep 08:57 by Guest

IRIS KashFlow / Invoicing & Quotes

1 Acknowledged
3 Vote

Option to remove United Kingdom from invoice and envelope address

All our customers are within the UK so it looks wrong having the country on the addresd

Created 06 Sep 15:29 by Guest

IRIS KashFlow

0 Acknowledged
3 Vote

Bank Feeds Import - Assign multiple debtors to bulk cheque transaction

Small businesses pay-in multiple cheques in one transaction. A feature should be available to assign the transaction to multiple debtor accounts when using the bank feeds import facility.

Created 03 Sep 11:54 by Guest

IRIS KashFlow / Bank

0 Acknowledged