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Enhance the Customer Search functionality

Currently when you create a new invoice you have to put the exact customer name in to get a match I currently find this awkward, if I have a customer on the phone or in person, I request their name, they don't always give me the exactly the same n...

Ed almost 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

2 VOTE

Auto screen refresh when an invoice has been emailed.

When you view an invoice the Notes (1) at the bottom of the screen shows that it has been emailed but when you first email the invoice it is not automatically updated only when you go backinto the screen. Could you do an automatic screen refresh i...

Guest almost 8 years ago in IRIS KashFlow / Uncategorised 1 Already exists

2 VOTE

The ability to include the month name in a line on a recurring sales invoice

For example, using something similar to a DATEDIFF function where you could enter a line in an invoice: "Email Hosting [MONTH]" but also if you are invoicing some items in advance and some in arrears to allow: [MONTH+1] and [MONTH-1]. Obviously th...

Guest almost 8 years ago in IRIS KashFlow / Uncategorised 2 Acknowledged

2 VOTE

Permanent Notification of Saved to Dropbox

When saving quotes and invoices to dropbox could there be an automatically entered entry into the 'Notes' box to say the document has been saved to dropbox because when re-opening a quote or invoice at a later date there is no way to know whether ...

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

2 VOTE

Page number option to invoice for multi page invoices

It would be helpful to have the option to add page numbers in format 1 of 2 pages for example for multi page invoices.

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

2 VOTE

Sales Day Book Report

To be honest I'm very shocked that you Kashflow doesn't already has this feature. If a client does cash accounting you can't get this list from the VAT report. I would say this is an absolute MUST!

Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Already exists

2 VOTE

Add a recommended/integrated CRM database system to external services or could Kashflow design one as easy to use as Kashflow itself!!

As a broker we deal not only with our customers but our customers customers so to speak - would be great if we could capture this second layer of data more easily than we currently do with a stand alone CRM data base (Capsule).

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

2 VOTE

Posting a bank receipt to a debtors account.

When posting a bank receipt to a debtors account the narrative could read "Customer Payment" and not "Customer Overpayment". Apparently this can only be changed manually by the user as each posting is made and I find that to be a nuisance.Also, ca...

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

2 VOTE

highlight multiple transactions

It would be handy if you could highlight multiple transactions using the shift key (or something similar), instead of having to tick the box on each individual line.

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

2 VOTE

Add a column "Outstanding Balance " to the columns in the Invoices window.

Is it possible to add a column "Outstanding Balance " to the columns in the Invoices window. I see that that column is available in the Customers window.... It would be very useful!! Please let me know if it can be done! Thanks!

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

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