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Link Iris Time and Fees back to Kashflow to save re-entering fees notes.

A link from Iris Time and Fees back to Kashflow will save time re-inputting fee note data. This will enable Iris users to maintain data inegrity within Iris and also bet the benefits of the invoicing system from Kashflow
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Invoice/Quote Number within Email Subject line

Automatic reference number inserted into the email subject line.Whether its a Invlice, Quote, Purchase Order. When the customer replies to an email, currently there is no way of quickly seeing which email they are responding to. Especially difficu...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 1 Already exists

I would like to be able to enter an opening balance for each individual supplier / customer

I would like to be able enter opening balances to each individual supplier or customer - I have all invoices neatly numbered and do not wish to start creating invoices & journals.
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

direct telephone customer assistance

when we joined kashflow could get telephone customer support. now we are advised to use email support tickets etc which we have not found time effective. When the issue is not resolved we are further advised to post to Canvass. Can kashflow custom...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Codes

If only there was a "Codes" tab - once clicked you have a full page of codes and associated subcodes linked to each one. The chart of accounts does this (sort of) but there is constant clicking in and out of pages. Also, I have noticed that it doe...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Amend the batch postings facility

There is currently a limit of 100 on the batch postings facility. I would like to see this limit removed. It must be very rare for the limit to be exceeded but you currently get no warning until you try to Save.
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Account Protection Required

Hi There,We have 4 KashFlow accounts which are currently used for the purpose of generating invoices and maintaining customer base.The system is working absolutely wonderful. However the only issue is that it’s vulnerable since it can be accessed ...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Journal connecting to the VAT return

I use a Journal to log our reps mileage allowance, and fuel scale allowance. However the VAT portion of this does not go through to the VAT return and I have to add it manually. Annoyingly this is the only adjustment I have to make manually but it...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Payment links outside PDF

So many of my customers have issues opening the payment link on PDF. Especially on mobile devices and ipads. Surely it would be a lot more sensible just to let us put the link on the email.
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Option to export a quotation as an Excel or Word document.

We have been asked if we can supply quotations a an Excel or Word document so our client can easily add this to their quotations for their end client. Is this something that could be done?
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged