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Ability to edit the statement template to change item description field displayed

I have been advised by Support that it is not possible to edit the layout of your default Statement template, or to create a new statement 'Theme' as one can do with invoices and quotes. The standard template includes a field for 'Purchase Order',...
Russell Sim about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Can we have the ability to download the quote report as a CSV file?

This would be useful as we currently use quotes as a record of orders not yet despatched as there is no step bewteen quote and invoice. It would be extremely helpful to be able to download this info as a CSV
Guest about 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Display customer order number on the invoices and stats page

Currently only the invoice number is displayed this makes it difficult when searching for a customer order when the only information you have is their order number.
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Invoice Search Bar Improvement

In the invoice module you can only really search for a specific invoice by invoice number - that's great if you have the invoice number to hand or can remember it, but wouldn't it be great if you could search for invoices by customer (I know you c...
Rob Smith about 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Opening Balance & Year End Journals process - simplfication

I find the process of posting Debtors/Creditors year end adjustments and opening balances quite strange. Currently I have to: 1. Post Journals in the usual way for everything except Drs/Crs 2. Post Drs/Crs balances to Suspense 3. Create a supplier...
Guest about 7 years ago in IRIS KashFlow Connect / Other 0 Acknowledged

Display the Project and Purchase / Sales code when you display Purchase / Sales item

I need to see the Project and Purchase / Sales code for items, but when I look at a Purchase / Sales item it only shows the Description. There is plenty of space to be able to display the Project and Nominal code (Purchase / Sales) because it is s...
Guest about 7 years ago in IRIS KashFlow / Purchases 2 Acknowledged

Be able to switch user at log in page

Currently you need to close the browser to change user details or purposely fail security before it let's you log on to a different account. This can become frustrating for multi account users like myself (I have 3 sperate accounts) as whilst wo...
Guest over 7 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

On dashboard, the 'amount owed to you' when clicked only shows 'unpaid' invoices as default view. Can you make it easier to match the balance owed with one click rather than changing different views (part-paid, overdue, overdue part-pay, over-paid) just to reconcile back the balance on dashboard?

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Guest over 7 years ago in IRIS KashFlow Connect / Reporting 0 Acknowledged

Accountants access to be able to amend data even when lock dates are set up

Once the lock date applies, it would be useful if the client was unable to enter data or amend data before the lock date but the accountant can access and amend data, submit journals even when the lock date stops clients from doing so. I have foun...
Emma Ransom over 7 years ago in IRIS KashFlow / Other 0 Acknowledged

To provide payroll details needed for AW8 form - NHS retirement benefits claim form

This is something that is available in IRIS payroll and is invaluable by giving you the pensionable pay details for the last 3 years prior to the members last date of scheme membership in order for you to process an AW8 form on Pensions Online.
Guest almost 5 years ago in KashFlow Payroll 0 Acknowledged