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Remember Setting for Transactions - Time Period

When viewing a customer record, the time period on the Transactions view defaults to This Year. Around the new year, this is problematic, as you cannot view some transactions, unless you switch the time period to ALL. However, when you return to t...
Rich Mellor over 2 years ago in IRIS KashFlow / Customers 0 New

A notes box on customer profile page

This would be useful to write notes EG opening times of company what days people you talk to work. credit limits and payment terms of the accounts
Guest over 2 years ago in IRIS KashFlow / Customers 0 New

Customer Codes - import from paypal

When I import from Paypal, new customers are created using codes such as José21 - but if I update their address, I am told the customer code is invalid. I then have to guess what number to put after Jose as there is no easy way of finding the next...
Rich Mellor over 2 years ago in IRIS KashFlow / Customers 0 New

Help with exporting Clients to CSV without losing data!

The exported customer fields do not match the Kashflow> Customer > Profile fields in the exported Reports>Sales>Customer ALL CSV Exporting does not generate separate rows for Primary and Additional contacts for a company , with each co...
Guest over 2 years ago in IRIS KashFlow / Customers 0 New

Extracting VAT info from two separate Kashflow accounts with the same VAT Registration number

We have two separate VAT registered accounts with Kashflow (two different components of our copany) both under the same VAT number. As you know, with the new HMRC Regulations where VAT returns have to be submitted digitally, I have found out from ...
Guest over 2 years ago in IRIS KashFlow / Customers 0 New

View payslips on mobile rather than download

please add an option to view payslips when on mobile rather than download them
Guest over 2 years ago in IRIS KashFlow / Customers 0 New

details

Hi - I think that it would be useful for an extra box in the profile, for job description ?
Guest over 2 years ago in IRIS KashFlow / Customers 0 New

To be able apply the correct theme for new customers and suppliers as default

To be able to apply as default a purchase theme containing company terms of purchase for all new suppliers, and a different theme for customers with T&C's instead of having to change manually for each new customer / supplier added
Guest almost 3 years ago in IRIS KashFlow / Customers 0 New

Bank import matching screen to just show amount still outstanding

When matching a bank import against multiple invoices it would be useful if it just should the amount outstanding, and not the full original invoice amount.
Guest almost 3 years ago in IRIS KashFlow / Customers 0 New

Turnover Reports for period shown by month

Would like Income by Customer (and expenditure by Supplier) report to be able to show values by month ie. if you select a period of 1/4/21 - 31/3/22 that it would show as below:- Customer Name Apr21 May21 Jun21 Jul21 Aug21 Sep21 Oct21 Nov21 Dec21 ...
Guest about 3 years ago in IRIS KashFlow / Customers 0 New