IRIS KashFlow

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NEW VERSION OF KASHFLOW PROBLEM Description text box on invoices needs to be larger.

Since the update, the text box is too small to see the whole description whilst typing which is causing errors.

Guest about 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 Already exists

Add invoice reference on search page

Please can you add another column in the search facility? Please can you add the 'Invoice Reference' to the found searches - just instead of date, invoice number and customer - would make it a million times easier when searching for an invoice or ...

pe ge over 2 years ago in IRIS KashFlow / Invoicing & Quotes 2 Already exists

3 VOTE

Implement Open Banking with Co-operative Bank

The Co-operative bank are implementing open access banking. Competing software packages already offer open banking with the Co-operative bank. Register with the Co-op bank so KashFlow can be included. Site link is https://www.co-operativebank.co.u...

Guest about 3 years ago in IRIS KashFlow / Bank 1 Already exists

2 VOTE

Removing sales graphs when in sales only access

Would it be possible to remove the dashboard and reports section from the left hand side when the module is in sales section only? Not sure how everyone else feels but when we have the sales only module so that our employees doing sales can't see ...

Guest over 3 years ago in IRIS KashFlow / Reports 1 Already exists

1 VOTE

Repeat Billing and Multi Month Customers

We have recently migrated to your updated package. There is no option to view list of mutli month customers which is papramount for our operation. Please add.

Guest over 5 years ago in IRIS KashFlow / Customers 3 Already exists

1 VOTE

How to split 1 invoice between multiple projects??

Can somebody help me to find a way where I can split 1 invoice between multiple projects to calculate the estimated cost per project. Let suppose a company hire 2 driver to work for them. there are 2 projects that are in progress: Project A and P...

Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 6 Already exists

1 VOTE

Add Documents to Invoices

When viewing / editing an invoice it would be useful to be able to upload a PDF document or similar to go with the invoice. For example, this could be used when a VAT registered user on Kashflow ships items outside the EU without VAT. They would t...

Rich Mellor over 5 years ago in IRIS KashFlow / Invoicing & Quotes 2 Already exists

1 VOTE

The ability to change the template for trminder letters

I've treid to find the template for these and have raised a support ticked with your team and given this response Hi Roger, Thanks for getting in touch. I have tried to change the Reminder letter template in our system but it seems at this moment ...

Guest almost 6 years ago in IRIS KashFlow / Dashboard 1 Already exists

4 VOTE

Activity Reports

Please can you revert the activity report to how it was! The breakdown can be seen on the audit trail, but what the report has provided for years is a list of all the invoices raised over a period. A report which was pivotal for our company. Pleas...

Guest about 6 years ago in IRIS KashFlow / Reports 0 Already exists

2 VOTE

Activity report (sales) has changed suddenly- need old version please

Activity Report - Sales - as of 21/2/19 has line by line breakdown by type. This creates a very messy and disjointed report. A sale with several line items and different "types" does not appear in the list together as it is grouped by type. We use...

Guest about 6 years ago in IRIS KashFlow / Reports 0 Already exists

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