My Ideas

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Customer Statements

With the new Kashflow platform, we have to go into a number of individual pages to tick the customers who we want to send statements to and then choose the date range. This is very time consuming and in our opinion a backward step compared to the ...

Guest about 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

1 VOTE

Aged Debtors List including post payments

An option should be created to select if you want to include post year-end payments. For example you want to select aged debtors list as at 31.12.2022 however you want to see the balances as at today. Therefore it will remove any amounts which wer...

Guest over 1 year ago in IRIS KashFlow / Customers 0 New

2 VOTE

Product drop-down

You previously allowed the drop-down on the 'Product' sector to view all the options for the respective 'Purchase/Sales code'. It is very annoying having to go to 'Settings' and 'Sales Codes/Purchase Codes' every time one cannot remember the chara...

Guest about 3 years ago in IRIS KashFlow / Purchases 0 New

4 VOTE

Allocation of refund by supplier

If using bank feeds there is a refund from a supplier you can allocate it on account on the supplier account but then when you go into the supplier account you cannot allocate it against a credit note

Guest about 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

1 VOTE

Have the customer Default Sales Code available when raising invoice from "Invoices" option

Would it be possible for the customers Default Sales Code to be auto filled when raising invoices direct from the "Invoices" option. At the moment, it's only there when you create an invoice from the customers "home page". |If you raise the invoic...

A Liptrot over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

1 VOTE

Have customer Default Sales Code already when raising invoices

Would it be possible to have the customers Default Sales Code already there when raising an invoice from "Invoices" option? At the moment it only appears if you raise the invoice from the Customer Info page.

A Liptrot over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

4 VOTE

Adding a Document to Standard Invoice Template

We would like to send out our standard T&C's with the email invoice template that is in KashFlow, this doesn't allow at the moment, but you can add a video?? Picture (link off the internet) or a web link! Not helpful - most companies have stan...

Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

5 VOTE

BATCH PAYMENT FROM SUPPLIER PAGE

Can we have a button to enable batch payments to be made/linked direct from the supplier page rather than having to go out of the supplier record and into purchases.

Guest over 7 years ago in IRIS KashFlow / Suppliers 3 Acknowledged

1 VOTE

Ability to see debtors by product

It would be useful to have a filter on the debtors report that enables you to drill down by product so you can get a list of debtors against one product only.

Guest over 1 year ago in IRIS KashFlow / Customers 0 New

1 VOTE

Ability to see project reference next to supplier invoice summary page

Useful to know the project reference for a particular invoice when looking at the supplier summary to be able to open instantly rather than having to open each invoice separately

Guest over 1 year ago in IRIS KashFlow / Projects 0 New

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