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IRIS KashFlow

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Report dates

When running a report and selecting the 'year' as the dates, the dates shown do not agree to the accounting period for the client it simply uses a default 31 December year end date. It would be useful if it linked to the accounting year end date a...
Guest almost 8 years ago in IRIS KashFlow / Reports 1 Acknowledged

Add a cost price option for products

I buy products from a factory at cost price, sell to retailers at wholesale price and direct to consumers at a retail price. Therefore I need 3 prices for each product. I'm sure loads of other product based businesses are also in the same boat.
Guest almost 8 years ago in IRIS KashFlow / Other 1 Acknowledged

to add interest automatically to outgoing invoices if theyre overdue

so currently I am emailing customers with overdue invoices and working out how much interest they owe id love it if I could set the rate of interest and time scale in which they need to settle the invoice so if this time scale was overdue that int...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Separate email address for statements

Most of our customers request invoices to be sent to one email address and statements to be sent to a different email address. Currently there is no option to select a different email address in kashflow (only one set for invoicing). It would be r...
Rachel Walker over 2 years ago in IRIS KashFlow / Customers 0 New

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 almost 8 years ago in IRIS KashFlow / Other 0 Already exists

Sent emails not stored in Mailbox "Sent Items" folder since switching to OAuth

Since switching to use OAuth authentication for sending email via Microsoft 365, the emails KashFlow is now sending via OAuth do not appear in the Sent-Items folder of our mailbox like they used to with SMTP. They are dropped into the Inbox, which...
Richard over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Financial Project Report - Run the Global Project Report for a particular time period for all projects - not just for individual projects

We wish to monitor profitability of all projects for a particular time frame - e.g. per month, quarter or per financial year. Being able to see this information without having to manually compile it, will leave time to actually manage the projects...
Guest almost 8 years ago in IRIS KashFlow / Projects 0 Acknowledged

Make all the search functions search in the same way

Depending on the search box you use, there are different rules which govern each. For example in some you may input the second part of a customers name (eg Smith) but the search box needs the beginning of the name (which you may not recall off han...
Rob Smith almost 8 years ago in IRIS KashFlow / Other 0 Acknowledged

Extra Industry Sectors

Our business sector is not covered under the current options. This has been causing issues with the last update asking for information to be updated (fixed by support) For instance an option for "General Retail" or "Specialist Retail" would suff...
Ben almost 8 years ago in IRIS KashFlow / Other 0 Will not implement

Make Quote & Invoice reference boxes remember previous inputs

I run a gardening business and have several hundred customers. I visit each customer 4 times regularly throughout the season. For example all of my customers get a spring visit and are invoiced as such. To make it easy to group these invoices I us...
Rob Smith almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged