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Send a remind letter to cover all customer invoices

You can only send a reminder letter per outstanding invoice. We have some customers with multiple invoices outstanding, it would be good to be able to send a reminder for all outstanding invoices in one go
Guest about 8 years ago in IRIS KashFlow / Customers 0 Will not implement

Project Field / Seach / Report

There are two date fields in the project (for dates). They are perfect for reporting but are not included in the report download - If a field is actively used why is it not included in the global report
Guest about 8 years ago in IRIS KashFlow / Projects 2 Acknowledged

Running balance shown on Statements

It would good to see a running balance after each transaction on each statement rather just a balance at end of the statement. I am a landlord and if you have to evict a tenant for rent arrears you need to be able to show the weekly or monthly ...
Guest about 8 years ago in IRIS KashFlow / Customers 0 Acknowledged

option to use 'custom customer fields' in the 'document information section' of an invoice

in addition to PO clients need 2 or 3 of their own references (various property codes, supplier code) on an invoice for it to be paid. i've put them into the custom fields for each customer which is great but at the moment they can't be picked up ...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

When using a mobile, better functionality in creating invoices

At present it is not possible to add Advance Payments to a newly created invoice when working on a mobile device.
Guest about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Archive function for purchases & invoices

I have no need to see years of invoice data in purchases or invoices. I only need the current financial year (or the option to choose). I would like to be able to choose the date range of the information shown in these areas of Kashflow or be able...
Guest about 4 years ago in IRIS KashFlow / Purchases 0 New

a little bit off dumb and dumber one sorry. Would it be at all possible to move the delete tab to the left of the page. Whats happened whilst going to print item pressed on delete and then carried on with delete instructions and totally messed up by deleting invoices. Always happens when in a rush and getting distracted. Just an idea

moving delete tab away from print tab
Guest about 8 years ago in IRIS KashFlow / Dashboard 0 Will not implement

A trail balance that prints opening balances only

I would like to be able to print a trail balance at the start of the year that shows only the opening balances. At the moment I have been advised that if there are transactions on the first day of trade that these will also be included in this rep...
Guest about 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

User Accounts - Better Control / Administration

Currently we have options to assign a few basic tasks on Kashflow, a Super Admin, Standard, Basic, Sales, Purchasing. However in businesses some staff are dedicated to particular customers, where other staff shouldn't have the ability to see, edit...
Ben about 4 years ago in IRIS KashFlow / Other 0 New

Email Notifications - New Invoices

I am receiving a lot of SPAM! from Kashflow in the form of unwanted emails relating to the automatically generated invoices. I have an invoice that is created every day for our tills information to be entered. This side functions fine, however, ev...
Ben about 4 years ago in IRIS KashFlow / Other 0 New