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Are there any plans to expand the usability of the customer database? It would be really helpful to be able to view/download the info I crea

Are there any plans to expand the usability of the customer database? It would be really helpful to be able to view/download the info I create under the 'Other info' tab in some kind of report.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Default focus on Supplier Screen set to search box

Unless you have a very limited range of suppliers, you will need to search by supplier. Currently you have to locate the mouse on screen and then click into the search box. Since this is probably the only action you would want to take at this stag...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Partial Save or Recover Document

Working on the presumption that the KashFlow uses the same or similar logic to MS Word, perhaps having a partial save or recover document for when things unexpected happen. Personal experience 2 hours worth of work lost as it deemed me "Inactive"
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

copy/add purchase to a new quote line, inside a draft quote

You can already copy a purchase into quotes. However our company would find it useful to copy a purchase inside a quote/job/draft and onto a new line. Once this quote has been invoiced, and then paid by our customer. We would also find it useful i...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Subcontractors

Subcontractors tax remittance needed to send to subcontractor as required by HMRC. When printing the invoice after CIS tax deducted, the invoice says 'Purchase Order' - just change the wording to 'Tax Remittance' as this has all the details on tha...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

I would like the ability to disable email notifications coming to me each time a repeat billing invoice is issued to one of my clients

No description provided
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Change default sales code of existing customers

Currently default sales codes for existing customers can only be changed on an individual basis, I would like the ability to change the default sales code for new customers and to be asked if I would like to update existing customers too.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Please remove outstanding balance on statement this is irrelevant to customers/suppliers current situation

Can you please remove balance brought forward in statement as usually require only existing information when choosing dates, this just confuses customers, suppliers. This would be most appreciated as never come across any other software that does ...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Sales report: By customer, and by product

I am aware of various reports, such a 'income by product' and 'income by customer' within Kashflow. What I'm ideally looking for is a combination of these. I require an export of all sales invoices raised, with a column for the service provided (p...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Bluepark integration using ConnectMyApps

Would be great to integrate Bluepark ecommerce with Kashflow via ConnectMyApps
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged