Help us improve

3 Vote

Be able to select a default payment method by customer or to enable to Pay Online button for select customers.

There is currently no option to select a default payment method by customer or to enable to Pay Online button for select customers. We have some customers who would like to pay by "Pay Online Button". Unfortunately we need to enable/disable this f...

Created 20 May 06:41 by Guest

IRIS KashFlow / Customers / Payments

1 Acknowledged
2 Vote

Add a Custom Field Capability to Quotes

How can we include custom fields on Quotes? We are about to move our Draft Invoicing to your system from our old system wholesale this month but we are missing the ability to include a 'Your Reference' field. I realise we could put it in the comme...

Created 13 Jul 08:20 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
3 Vote

To generally stop treating customers as beta testers.

I do not have time to report back things that Kashflow does not do that it should. I have enough work to do. While customer feedback is of course an important component of development, I have the feeling that Kashflow relies on this a little too m...

Created 18 May 12:16 by Guest

IRIS KashFlow / Other

0 Will not implement
3 Vote

Description field on Prepayments and Accruals list

add the description line to the list generated by the prepayments and accruals report so we can see what the invoice relates to.

Created 17 May 13:07 by Anonymous

IRIS KashFlow / Reports

0 Acknowledged
3 Vote

On the bank transactions view, indicate which transaction have been cleared/reconciled

This would allow users to see what's been cleared in kashflow by the online bank import at a glance. Very useful when you are trying to identify recurring entries which perhaps have not yet appeared in the bank import or they are not of the same v...

Created 17 May 10:37 by Guest

IRIS KashFlow / Bank

0 Acknowledged
2 Vote

Hiding zeros on aged creditors and aged debtors report

When running the aged creditors and debtors report could any zeros be hidden so that any figures due are more easily seen and not hidden amongst a sea of 0.00's

Created 11 Jul 13:46 by Guest

IRIS KashFlow / Reports

0 New
3 Vote

Add line at any point in an invoice/quote/purchase

At the moment, we can only add lines at the bottom, then drag up into place. This is fine for small invoices, but it's a real pain for invoices with a large amount of lines. The ability to add a new line below or above the current line would make ...

Created 14 May 13:49 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
3 Vote

Automatic update of due date on invoice when you update the issued date.

I rarely send an invoice on the day I start it as I do monthly batches. Many of our customers have awkward payment terms - 65 days, 75 after month end etc. When I send the invoices I update the issued date but have to then manually work out the du...

Created 14 May 08:32 by Guest

IRIS KashFlow / Invoicing & Quotes

1 Acknowledged
2 Vote

Automatically calculate interest on outstanding invoices

Before I updated the system, Kashflow worked out how much interest we could charge on outstanding invoices, it was a great way of getting customers to pay up. Now it doesn't appear to feature.

Created 08 Jul 15:57 by Guest

IRIS KashFlow / Customers

0 New
3 Vote

Report of unpresented cheques and deposits of a bank reconciliation.

A report that tells you the unpresented cheques and deposits after a bank reconciliation.

Created 11 May 08:08 by Guest

IRIS KashFlow / Bank

0 Acknowledged