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Matching rules for bank transactions

Matching Rules for bank transactions should have and/or function so you can match several narratives to same rule rather than create rule for each narrative. Example - salaries, at the moment you have to create rule for each payee rather than all ...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

More naming options for Invoices, so the pdf files can have the date, company name etc in the file name.

More naming options for Invoices, so the pdf files can have the date, company name etc in the file name.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 2 Acknowledged

Move column widths on all pages

Hi I would like to be able to move the column widths on pages such as invoices/projects/quotes/purchase orders (just like you can within Excel) to enable me to open up a specific column I am searching to view the full description I have entered. T...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

test button for repeat invoices

A test button for repeat invoices. I am a new user, and I have to wait 24 hours to see if my changes have worked or not. Also, I unable to make the date objects work: "%m".
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Ability to update payment terms for all existing suppliers

I am changing the payment terms for all of my customers. Unfortunately, when I updated the default payment terms, this is only applied to new customers. If I want to update payment terms for existing customers then I have to go in to each customer...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

bank feed delay

It seems that to get around a problem with bank feed items being duplicated, a 4 day delay has been put on some imports.Whilst this stops duplicates due to some banks showing pending and then actual payments, this causes issues with payments being...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

A way of directly comparing monthly sales figures by year, side by side.

I want to compare monthly sales figures for my first year of trading with the same months in my second year, side by side. Preferably as a bar chart. For example, I want to see (at a glance) how I did in October 2015 compared to October 2016. This...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Add the paid date to the sales list

Hi, Could you add a paid date to the sales list, alongside the issue and due dates.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Enable document import/export from Microsoft OneDrive.

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Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Add paid date column to invoice overview page

pretty straight forward as the title suggests. Its a real pain to have to go into each invoice to see when it was paid.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged