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A View button

Add a "View" button next to "Edit". This would (i) allow you to view details of an invoice not otherwise shown (eg job, product codes) without risk of changing anything accidentally and (ii) still work after the invoice is locked. Currently, if yo...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

project column to be filled automatically

i would like to be able to mark a project as a default project so when creating an invoice the project column will be filled automatically
Guest almost 8 years ago in IRIS KashFlow / Projects 0 Acknowledged

Add the ability to record a payment as part of a Repeat Purchase, but on a different date to the Purchase

I have a regular recurring payment which I set up as per the KB article - https://www.kashflow.com/support/kb/repeat-purchases/ Although the purchase is dated (per the supplier invoice) on the 18th of every month, the payment is only made (by d...
Jon Grove almost 4 years ago in IRIS KashFlow / Purchases 0 New

Customer address needs more lines

There are not enough lines for customer address. Can at least 2 further lines be added.
Guest almost 8 years ago in IRIS KashFlow / Customers 0 Will not implement

ability to add custom % mark up to invoices and quotes

In our line of business we add a % contingency based on the overall itemised bill. This is a separate line that the customer can see as % amount before VAT is added. Much like the VAT is set currently - how the customer can see at the bottom of t...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Delete Sales Code - Improvements needed

If you delete a sales code, all of the entries on invoices where the sales code has been used have the entry reset to "None". It would make much more sense to allow the user to re-allocate those lines to a different sales code should they wish.
Rich Mellor almost 8 years ago in IRIS KashFlow 0 Acknowledged

Archiving multiple accounting codes

I think it would be beneficial if it were possible to archive multiple accounting codes. I am needing to change many of our accounting codes, and it is really slow to have to click into each code and archive each one individually.
Guest almost 4 years ago in IRIS KashFlow / Other 0 New

please could we have a multiple month profit and loss/balance sheet

a multiple month profit and loss would be so useful and save us so much time. clients want to be able to compare month on month, this is vital for monitoring costs/sales etc. this would save so much time, as it stand we have to populate our own sp...
Guest almost 4 years ago in IRIS KashFlow / Reports 0 New

make a button saying NEW BATCH PAYMENT

I do a lot of batch payments of receipts for sales. Each time I have to go back in through the menu and reset the number of items on the page to 100 (this should be retained) and all of this before I can make a second batch payment. As far as I ca...
CEO almost 4 years ago in IRIS KashFlow / Payments 0 New

Capture purchase invoice details & upload

This is a facility offered by many other providers as a basic feature. The only way of adding it to Kashflow is by paying through a 3rd party making it too costly. This will save alot of time entering purchase invoice details and saves having to k...
Guest almost 4 years ago in IRIS KashFlow / Purchases 0 New