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Bulk customer source changing

When adding bulk customers via csv file i notice all customer sources are set to Other..... Idea would be to to able to bulk change catagories
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Option to Attach scan of incoming invoice to purchases

It would be useful to be able to view a scan of an incoming invoice when reviewing creditor reports.
Nick Robinson almost 8 years ago in IRIS KashFlow 0 Will not implement

Default bank for customer/supplier payments

Allow a default bank account to be selected under customer and supplier details. Our company has more than one bank account (for different currencies for example). It would be good to be able to select which account a customer pays us to / we pay ...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

suggested payments report for suppliers

Can you create a report that details a suggested payment run based on due dates for supplier invoices Thanks
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Will not implement

Ability to disable all repeat invoices

We have over 100 invoices repeating weekly, but we close for the festive period, which means we have to disable all invoices or they will generate while we are closed. It would be useful if it was possible to disable all, or a batch of invoices at...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Ability to enter reverse exchange rate on invoice / purchase

When invoices are paid in a foreign currency I am often provided with the exchange rate by the customer. However, because of the way Kashflow is designed I have to reverse the exchange rate before I can enter it into the invoice.It would save a la...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

The ability to create quotes/invoices from the project screen

We use 'Projects' for every job we get. It would be so much easier if we could create quotes and invoices direct from the individual project over view page.
Anonymous almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Budgets

I am sure many people have moved from Sage where they have been able to enter a budget figure for each nominal which would enable them to run reports or actual against budget.
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Custom Email "From" name

Ability to specify custom email "From" name. Current solution appears to use "Company Name" from Settings > Company Details.
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Add project name / reference column to audit trail report

would help to provide a quick way of review all project transactions both individually and in total, and as an csv report allow us to interogate and compare projects. A small addition to the existing report would be much easier than creating furth...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged