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Inputting customers 'sales orders' on the system which can be seen on the dashboard, this would be useful in predicting a months turnover.

Sales Orders
Guest almost 8 years ago in IRIS KashFlow 0 Will not implement

Customer address Invoice layout

The standard US address format is as below.. Company/ContactAttention (Optiional)Street addressStreet 2 (Optional)City, State Zip I am sure other areas use different formats also. Ability to change/select layout of customer address allows for use ...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

The ability to update accurately HMRC P6 Tax Notifications (including adding pay/tax from previous employer during this tax year)

After migrating from another payroll system midway through the year, the system needs to be able to enter previous pay and tax from other employers as well as accurately input data from P6 Tax Notifications as and when they come in.
Guest almost 8 years ago in KashFlow Payroll 0 Started

On the bank page, when adding a new transaction - an option to change the 'money in' setting to 'money out' as the default?

This for when you are entering a list of payments thereby needing to click on 'money out'. This would save some time!
Guest almost 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

The ability to download or email multiple invoices at the same time.

No description provided
Guest almost 8 years ago in IRIS KashFlow 0 Already exists

3D Cad file extensions such as .stp(.step), .IGES as valid attachments for POs' etc

When emailing a PO to a supplier, I often need to attach CAD files as well. The system, lets me add .dwg files, but will not let me send 3d CAD files such as Solidworks drawings or generic 3D files such as .stp (.step), or .iges. It is a fairly im...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Would be great to add your own Icons to the existing ones (Visa, Lloyds etc.).

No description provided
Guest almost 8 years ago in IRIS KashFlow / Payments 0 Acknowledged

A drag-and-drop utility on the Bank page

drag-and-drop utility on the Bank page within KashFlow to aid reconciliation
Guest almost 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

A confirmation box before sending bulk emails from Invoice/Quotes page

I just accidentally bulk emailed a batch of old invoices to clients and tried to figure out how to stop it from happening - but it was too late, the emails had already been sent: When selecting multiple records in the invoice/quotes screen, the bu...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Allow users to set preferences for little drop-down calendars (ie. to select date of an invoice or a sale) so week begins on Monday.

When you create a new invoice or transaction, you select the date and a little calendar appears. This calendar displays with the week beginning on Sunday – however, all my other calendar apps begin the week on Monday, and so this is incongruous. A...
Guest almost 8 years ago in IRIS KashFlow / Other 0 Acknowledged