IRIS KashFlow

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Authorise Purchases for Payment

The use of an authorised for payment check box would be useful so that invoices that had not yet been passed for payment could be logged but paid in error

Michelle Pierce almost 5 years ago in IRIS KashFlow / Purchases 0 New

2 VOTE

GoCardless - Scheduled Invoice collection date

It would be helpful if we could set when the direct debit be collected when creating a scheduled invoice to be collected by go cardless. At the moment, it initiates a collection straight away. It would be handy if it waited a few days before creat...

Guest almost 5 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

2 VOTE

Journal fliter improvements (Future, This Month)

In the Journal list page when last month is selected only get last months journals list. If select this month get this month and all future journals (for accruals and prepayments). Expected to just see this months. Would also be good to have a fut...

Nic Atkin almost 5 years ago in IRIS KashFlow / Other 0 New

1 VOTE

Enable statements to be printed out I. The currency they were invoiced in , in my case euro’s

I send invoices to one of my customers in euros. They require monthly statements detailing all invoices and payments. These need to be in the currency I invoiced them in , which in my case is euro’s. I cannot do this in your software so I will now...

Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

2 VOTE

Amend customer details via CSV (or API)

Problem It is not possible to amend an existing Customer records via CSV. Managing the accuracy of data is required by law, amending manually in KashFlow is slow and inefficient. I have systems that check the company name, the registered addres...

David Evans almost 5 years ago in IRIS KashFlow / Customers 0 New

2 VOTE

Add OUTSTANDING BALANCE as a text substitution option so that it can be included In statement emails

Customers seem to respond well to being told exactly how much is overdue on their account. It would make sending out statement emails much easier if the total outstanding amount could be included in the body of the email via text substitution.

Janet almost 5 years ago in IRIS KashFlow 0 New

3 VOTE

Include the date fields on the Global Project Report

The global project report needs the two date fields to be included as it would be very useful when export this so that it can be manipulated in excel and things like gantt charts etc can be used.

Guest over 7 years ago in IRIS KashFlow / Projects 0 Acknowledged

3 VOTE

30 day statements

It would be good to be able to send a statement to all customers with balances over 30 days as a batch.

Guest over 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

3 VOTE

Sales Reporting

Hi, We need to see at the end of an accounting period what Sales/Purchase Invoices are at what rates of VAT? At the moment there is no such report and im finding it very difficult to produce /reconcile my accounts without such basic information. G...

Guest over 7 years ago in IRIS KashFlow / Reports 0

1 VOTE

Single entry on supplier/customer account for payments/receipts

Please can the customer/supplier amounts just show the amount from the bank statement in the account, with the ability to drill down as every other book-keeping package does. It is frustrating when looking for a payment or receipt on an account to...

Guest over 2 years ago in IRIS KashFlow / Other 0 New

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