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IRIS KashFlow

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use ISO 8601 date format yyyy-mm-dd

Have an option to use ISO 8601 date format such as: yyyy-mm-dd Have this available for quote/invoice file naming to allow for correct natural sorting
David Evans about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Text formatting

So you can type parts of comments or line information in bold, italic, underlined and strike through, or colour to the text. As a tradesman I have to put a lot of detail in the comments box but only one price on the quote/invoice. Would make it a ...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

The ability to e mail all customers at once of a change or new product

If we change say our bank account details or we have a new product in our goods list I think it would be helpful if we could do an e mail and BCC all our customers so they are all aware of the update. Please can this be adopted.
Guest over 7 years ago in IRIS KashFlow / Customers 0 Will not implement

Including more information on Invoices

I sell plastic book covers for school text books. Purchases are made according to the grade of the student. Grade 1, Grade 2 etc. I would like to enter the information on the invoice to include the Grade, so that, if I need to get a summary of all...
Guest over 7 years ago in IRIS KashFlow 1 Will not implement

Auto save on timeout.

I realise that the invoice/quote can be saved. When working on invoices/quotes sometimes I get distracted by a phone call or other. When returning to the quote/invoice after a time the quote is still on the screen so I continue working on it. When...
Guest over 7 years ago in IRIS KashFlow 0 Will not implement

Export data to excel

We would find it useful in amending quotations and invoices in ways that Kashflow won't allow.
Guest over 7 years ago in IRIS KashFlow / Reports 0 Will not implement

When a note window opens, do not blank out the former page so severely.

When a note window opens, do not blank out the former page so severely (some blanking but retaining legibility is most desirable). Often I want to refer to invoice numbers and dates in my note and I can no longer see them after the note window is ...
CEO over 7 years ago in IRIS KashFlow / Customers 0 Will not implement

Bulk change items - e.g. purchase code, supplier etc.

There seems to be no way to make changes in bulk in Kashflow. All items need to be done individually.
Guest over 7 years ago in IRIS KashFlow / Purchases 0 Will not implement

Allow "Automatically email to customer" to be ticked by default on recurring invoices

We frequently find we forget to check "Automatically email to customer" when setting up recurring invoices. For 2 reasons - it's a small option and easy to miss, but primarily it seems obvious that you would want this to happen, therefore you woul...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Carry Forward Unreconciled bank ledgers

Currently Kashflow locks the reconciliation whilst it is ongoing. Some allocations go across many months and so it is often very difficult to reconcile the bank in this way.
Jonny Shire over 7 years ago in IRIS KashFlow / Bank 0 Will not implement