Skip to Main Content
SUBMIT IDEA

Uncategorised

Showing 66

Add 'Match to Existing Transaction' to the Paypal Convert Transaction Functionality

The current paypal functionality to convert transaction seems limited At the moment for Purchases and Transactions you only have the option of Creating or Deleting. It would be convenient if you could also match these transactions with existing tr...
Ed about 8 years ago in IRIS KashFlow / Uncategorised 0 Released

Updated guide

How about updating the guide that gets sent out to new customers who are signed up for the first time? It is badly out of date, to the extreme that it gives guidance to exporting to Digita... who is a competitor to the IRIS accounting/tax suite. H...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Released

Pay invoice from invoice listing

I'd like the option to add a payment from the invoice listing page. Some clients pay 2-3 invoices in one go. I'd like to be able to look at the list of invoices, tick the box on the left hand side, then have a icon top right (where assign project/...
Gavin about 8 years ago in IRIS KashFlow / Uncategorised 0 Released

Update product details if customer is changed on invoice

Hi, It would be great if the product details on an invoice are updated if the customer is changed on the invoice. We have had a few cases where an invoice is raised with the wrong customer on it (as the system defaults to a customer and sometimes ...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Released

An estimates report showing which estimates are "live" or open at any given point in time.

I would like a report which enables me to see which estimates are "live" or open at any given point in time.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Released

Format of profit and loss and balance sheet

If possible could you take a look at the presentation report on the Profit and Loss and Balance Sheet? Because as I compare it with the format layout with QuickBooks for e.g., I felt that the layout is more suitable for 'layman' without the 'sage ...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Released