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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 about 5 years ago in IRIS KashFlow / Customers 0 New

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 about 5 years ago in IRIS KashFlow 0 New

When I open a purchase receipt, I cannot see the purchase codes unless I am editing it. I would like to see the purchase codes without having to do this.

No description provided
Guest over 7 years ago in IRIS KashFlow / Purchases 1 Acknowledged

Profit and loss and balance sheet reports to show last years figures also

No description provided
Emma Ransom over 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

You support for items sent from kashflow by email could be greatly improved.

It is not possible to view invoices or statements sent from kashflow as emails. Other than knowing that something has been sent you cannot check it afterwards. The should be a separate table showing all emails sent which allows you to view /open t...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Please could you add that if sending an invoice or a statement of account it picks up the accounts email address as selected in other information as an automatic feature.

Currently I have to in my primary contact details put in the accounts email address. This is inconvenient because if I need to contact my primary contact I have to remember to change the email details before I send and often I have sent an email t...
Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Allocation of Receipts to Bulk Sales Invoices

Two issues here:- i) Why can't ALL outstanding invoices for a particular customer be shown immediately to attach receipt against - it's ridiculous having to repeatedly click the "show more" button, especially when there are so many outstanding inv...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Report to show sales 'totals' based on 'product code' (not just sales code) all in one spreadsheet!!!!

At present the total number of products sold in a time frame can only be shown one product at a time in the sales history. This is very time consuming analysis if you have many products. Alternatively you can view income by product but it doesn't...
Nick Robinson about 5 years ago in IRIS KashFlow / Reports 0 New

Customer 'Average Time to Pay' report

It would be useful to have a report that can list the Average time to Pay details for all customers together. This would enable businesses to see clearly in one place who their most prompt-paying clients are.
Guest over 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Jamestucker24680

I am a General Manager of Store Operations and responsible for day to day store operations, including scheduling, training, and supervising employees and assistant manager. Air bar boxes, Clear eyes, Eagle torch lighters, Duracell batteries, topsh...
James tucker over 2 years ago in KashFlow Payroll 0 New