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Indication of number of files or notes in customer record

In a customers record there is the option to add notes and to add files. These options sit on the same 'bar' and you can flick between them but when you click on a customers record it defaults to 'notes'. Unfortunately there is no indication of wh...
Rob Smith about 7 years ago in IRIS KashFlow / Customers 0 Already exists

An easier way to mark invoices as paid in bulk

I run a dance school so will be sending out lots of small value invoices each month. Currently around 150 but hopefully that figure will be growing. Rather than going into each invoice individually it would be much easier to tick them all on the l...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Already exists

Management reports to have this month and ytd

I think most people would find it useful to have the management reports having a this month column and a year to date column, rather than having to run two reports. reporting is very weak in Kashflow but this is the weakest. The reports all look g...
Guest about 7 years ago in IRIS KashFlow Connect / Reporting 2 Already exists

improved user access

Restrict class of user to customer files, raise invoices, quotes BUT no ability to make payments, raise credit notes, journals, or anything else. It's purely a sales function.
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 2 Already exists

A shortcut key to bypass some selections.

When I am doing monthly statements, I have to select a customer, choose statement, select the settings (eg no date range, don't show paid invoices, don't show starting balance) and then I send the statement as an email. For the next customer, I ha...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Already exists

Return ability to step through invoices

Back in the day it was possible to step through invoices by customer, can this ability be returned?
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 2 Already exists

Ability to reorder or move line items in Invoices and Purchase Orders

It would be useful to be able to reorder or move line items on both Invoices and Purchase Orders - I often have a lot of identical items but waste time having to retype to ensure there is sectional consistency/grouping
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Already exists

Enable Chat discussions to be downloaded

When you have a technical discussion on Chat it would be useful to be able to download a copy for future offline review
Guest about 7 years ago in IRIS KashFlow / Other 0 Already exists

The default purchase code doesn't load when creating a new purchase in the 'Import Bank Transactions' page

Each supplier in KashFlow has a 'Default Purchase Code' you can apply in the Supplier Record page. After linking my bank account to import the transactions directly into KashFlow, I have noticed that when I need to create a new purchase for a tran...
Guest about 7 years ago in IRIS KashFlow / Purchases 1 Already exists

Ability to total cash paid and cheque paid customers individually at the end of a period to transfer into current account

I have customers that pay by cash or cheques and have listed these invoices in a 'undeposited bank' account. At the end of the week I need a total sum of cash and a total sum of cheques to be able to transfer the moneys into my current account. It...
Guest about 7 years ago in IRIS KashFlow / Bank 1 Already exists