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"Do you really want to leave your bank feed?"

A prompt when attempting to navigate away from the bank feed without importing would be really useful as I have lost hours of matching a few times for simply forgetting.
Guest almost 9 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Ability to Import "Blocks" of Line Items or Other Quotes to Populate a New Quote

In my line of work the line items are used to build large plumbing systems. Typically every system is customised but is based on one of several base or generic systems that is tweaked slightly. It would be very helpful if I could build a new quote...
Guest almost 9 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Supplier Activity or Purchase History Report

It would be very helpful if a report could be run per supplier to see your activity with them over a selected time frame. One identical to your 'Customer Purchase History' report would be ideal.
Guest almost 9 years ago in IRIS KashFlow 2 Already exists

Allow accounts in the Chart of Accounts to be divided into Sub-Accounts

Referring to the Chart of Accounts, within each account a sub-accounts can be made. Currently, however, these sub-accounts are not made available to post transactions to. So for example, in Settings/Chart of Accounts you select an entry, say (4280...
Guest almost 6 years ago in IRIS KashFlow 0 New

Multiple invoices are sent to customers and we would like to automate the credit control but don't want customers to get an email for every individual invoice, can it be linked to a statement instead?

We send out invoices through out the month and a lot of our customers pay upon receipt of a statement at the end of the month. It would be good if we could have automatic credit control on both statements and/or invoices that could be personalised...
Guest about 6 years ago in IRIS KashFlow / Customers 0 New

Client Dashboard Customization

Would like to customise the dashboard with more relevant information. ie open VAT period
Guest about 6 years ago in IRIS KashFlow Connect / Reporting 1 New

Customer Transactions EXCLUDING VAT

Ability to view/export to csv Customer Transactions EXCLUDING VAT.
George Ross about 6 years ago in IRIS KashFlow / Customers 0 New

Unreconciled Transactions Report Export to CSV

Add button to "Export to CSV" for Unreconciled Transactions Report.Possibly a formatted print button too.
George Ross about 6 years ago in IRIS KashFlow / Reports 1 New

Facility to Download all Product data from Kashflow, edit and update in Excel and then Upload to Kashflow.

Ideally, I would like the facility to download all my product data listed in sales codes, from Kashflow to Excel, edit and update in Excel, then upload back into Kashflow. This would save hours when product updates are necessary. Currently, I hav...
Neil McD about 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Airlinerpro

Customers may get all verified information from Airlinerpro . We offer verifiable information about 10000+ companies, such as contact information, email addresses, and social media accounts. Without compromising our customers' comfort, we provide ...
Mac Smith about 3 years ago in KashFlow Payroll 0 New