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Help New Users to Migrate From Other Systems

I found your useful guide to creating opening balances (eg when migrating from another accounting system); although creation of a Journal is confusing as you need to know whether entries should appear as a debit or credit in the suspense account. ...

Rich Mellor about 7 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

1 VOTE

ability to store "vehicles" (or whatever subject the user deems relevant) against invoices and/or customers

I am an auto-electrician and as well as having customers, they have vehicles and may have more than one. It would be good to have the ability to have another tab "invoices", "customers", "vehicles" where I can store information on vehicles and lin...

Guest almost 8 years ago in IRIS KashFlow / Uncategorised 1 Will not implement

1 VOTE

Reinstating one-click link from Dashboard's "Money Owed To You" to ALL outstanding price/customer information

Not so long ago, in the lowest Kashflow price bracket, it was possible to obtain all the customer information directly from "Money Owed To You" on the Dashboard. I now find that I am unable to see all clients, maybe only those which are newest, ev...

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

1 VOTE

See who you have paid when you enter a batch payment

On the bank summary - it would be very useful to see who you are paying for batch payments or where monies have come from for batch receipts.

Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Will not implement

1 VOTE

keyboard shortcuts

I'm working on a laptop. It would be useful to have keyboard shortcuts for things like Edit, Save, Add Pament.

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

1 VOTE

payments made can be emailed as a list not just individualy

Show ''payments made'' as a list...not individualy......when I send out an invoice they say ''I paid you''...yes I say but not the full amount so then I have to resend a separate receipt for all the payments they have made individually, asking the...

maria hazell almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

1 VOTE

List number of total orders next to customer name on the summary page

The ability to mark customers as repeat customers (or list the total number of previous orders) so you can see who they are from the list of customer page, rather than selecting a customer and then looking through their invoices. You can see who...

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

1 VOTE

Search tool / quote title in list view

We would love to be able to search Quote, Invoices and Receipts for key words (for example "DVD", "POS", "signage"). We have multiple jobs for the same client and we have to use a whiteboard on the wall in the studio to cross reference a Quote # w...

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

1 VOTE

Add secondary pricing i.e. GB£ / US$ / EU€

It will aid smoother and quicker international business transactions and eliminate human error when amending pricing.

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

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