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Could you please include an additional field on the company profile to enter the website address (possible for customers and suppliers).

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Guest about 8 years ago in IRIS KashFlow 2 Acknowledged

Invoice Number Follow On

When creating a sales invoice it would be handy if we as the user could create the starting invoice number and Kashflow would carry on with the sequence. As the business started invoicing before using Kashflow our invoice numbers do not match Kash...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

See assigned email template on Repeat Invoices Screen

We have nearly 400 repeat invoices set up, and have a over a dozen email templates to pick from depending on the nature of the repeat invoices. However, without entering each repeat invoice, there is no way to see which covering email will be used...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Allowing the sales invoice overview list to be view as a net value i.e without the VAT included

This would help for sales forecasting purposes .
Guest about 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

Enhance the Customer Search functionality

Currently when you create a new invoice you have to put the exact customer name in to get a match I currently find this awkward, if I have a customer on the phone or in person, I request their name, they don't always give me the exactly the same n...
Ed about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Project details to nominal ledger reports

No description provided
David Lushington about 8 years ago in IRIS KashFlow / Projects 0 Acknowledged

a method / facility where by it is possible to maintain a record of email sent to customers

When sending invoices to customers you are able to keep track of all the emails sent and received between the two parties. This would work for purchases too.
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

The ability to include the month name in a line on a recurring sales invoice

For example, using something similar to a DATEDIFF function where you could enter a line in an invoice: "Email Hosting [MONTH]" but also if you are invoicing some items in advance and some in arrears to allow: [MONTH+1] and [MONTH-1]. Obviously th...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 2 Acknowledged

ability to run a sales activity report of sales invoices ONLY i.e. not showing income from bank transactions

able to run a sales activity report of sales invoices ONLY i.e. not showing income from bank transactions
Guest about 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

Optional 'Pay Online' button on invoices

We're all set to add the 'Pay Online' feature on our invoices but not being able to choose which invoices they go on is a real show stopper for us! Half of our clients are on Direct Debit so adding the 'Pay Online' option to their invoices will be...
Guest about 8 years ago in IRIS KashFlow / Payments 0 Acknowledged