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My Ideas: IRIS KashFlow

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Mapping Kashflow codes to Iris codes (increase Iris codes displayed)

Partnerships – Partners Current Accounts – the KashFlow code to IRIS code mapping is such that the ‘985’ code can be followed by two further numbers (02 for Capital introduced or 21 for Drawings). However, there is not the scope to include which p...
Heulwen Thomas over 7 years ago in IRIS KashFlow / Other 0 Acknowledged

Grey out or show icon for archived Chart of Account items

Nominal ledger (Chart of accounts) – when a code is archived, there is no indication of this in ‘Settings/Chart of Accounts’. Without physically going back into the code again. Would be good if codes are greyed out or have an icon to show they are...
Heulwen Thomas over 7 years ago in IRIS KashFlow / Other 0 Acknowledged

Kashflow data export/import tool to another Kashflow account

I have been a kashflow customer for a year now and have recently started working with a Kashflow recommended accountant. They have added me to their Kashflow accounting systems so they have direct access to my accounts. This is great. However i ha...
Guest over 7 years ago in IRIS KashFlow / Other 1 Acknowledged

Enable us to send one email to all suppliers/and/or customers

This would be helpful for example, if you were changing address, or had to advise of office closures, holidays or changes of circumstances.
Jill Moggs over 7 years ago in IRIS KashFlow / Other 0 Acknowledged

Add a way to mark invoices as 'not yet sent' or 'draft' (like the status function with Sales Orders).

This is because I like to get invoices prepared ready to send to clients but not send them out until the end of the month.
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Already exists

Report to Show Invoices that are NOT allocated to a Project / Site.

It is easy to forget to allocate an invoice to a Project when you are creating an invoice but there is no way of checking / reallocating invoices that have their Project value as 'none' .You'd want to be able to 'Date Filter' this report and be ab...
Guest over 7 years ago in IRIS KashFlow / Projects 0 Acknowledged

To be able to print a list of quotes out

It would be useful to print a list of quotes out (say by date span) with minimal details, customer name, product amount etc so you can follow them up easier or give to your sales person to follow up.
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Already exists

Receipt of Payment

I would like to be able to amend the text on the payment receipt.
Guest over 7 years ago in IRIS KashFlow / Payments 0 Acknowledged

Overpaid Color

Can we make overpaid invoices a different color to red? This is visually confusing as OVERDUE invoices are red.
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Ability to show a pre vat total for each line on invoices and quotes.

I would like Kashflow to show a pre vat total for each line on invoices and quotes. My customers may buy several thousand of one product, it's good to see the cost per item pre vat, but if they buy 3000, they also want to know the cost for 3000 pr...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged