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IRIS KashFlow

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Why is the 'Email receipt' button so small? It should be bigger.

Many businesses email receipts upon payment. But the 'Email' button next to the payment is tiny - and in the event of long payment notes, such as a BACS ID, the options drop onto a second line, requiring fine mouse-work to click the 'Email' button...
Guest over 6 years ago in IRIS KashFlow / Payments 0 Acknowledged

Customer pagination as numbers instead of arrows

It doesn't make a difference to most people, but if you have lots of customers on a certain letter, it's extra clicks than it was before in 'old' Kashflow to reach accounts that are beyond page 2. Before, you had [1] [2] [3] [4], so if you new you...
Guest over 6 years ago in IRIS KashFlow / Customers 2 Acknowledged

Running total of Multi-month invoices and Annual invoices

I can quickly see at a glance the annual revenue for licences which helps me to forecast. This feature has always been included in the old version and so it prevents me from using the new because I rely on this feature.
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Job Numbers

I would ike to be able to create a job and then have sub categories within that job i.e. Job 744 Hotel California Job 744-01 - Bar Top Job 744-02 - Footrail Job 744-03 - Bar Pumps I would like to be able t run a report on the full job but breaking...
Guest over 6 years ago in IRIS KashFlow / Projects 0 Acknowledged

Sub Accounts for Different Projects

Our business offers multiple services and different people are responsible for the invoicing of these. It would be helpful if we could assign separate email addresses for the different facets of the business so that responses could go to the relev...
ceri jones over 6 years ago in IRIS KashFlow / Customers / Invoicing & Quotes 0 Acknowledged

Download Worldpay transactions

I love using the Paypal app which saves me lots of time. We also use Worldpay, however, and transactions cannot be downloaded which takes a lot of extra time for me. Quickbooks have a download facility so please can you also start this. This has ...
Guest over 6 years ago in IRIS KashFlow / Partner Apps 0 Acknowledged

Invoice Period Box

Be good to have invoice period box I run a business where we rent equipment on a monthly or quarterly basis so we run same invoices every month or quarter ie 1 machine rental £0.00 invoice Period August 2018 then repeat invoice following month 1 ...
Paul Cane over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

We have an item Age Group in our custom customer field settings. Is there a report to search for an age group ie: U09 or U15?

We are a football academy and each year we have to change all our members age group from say U11 and move them all up to U12. At present there is no way of downloading a report of their age group, so we have to trawl through each player. some of w...
Guest over 6 years ago in IRIS KashFlow / Other 0 Acknowledged

Password lock in Advanced Settings

When in the Advanced Settings on KashFlow, I feel as though it would be useful to have an option to use a password when locking a financial period. This will further secure the old financial periods which are then set in stone. This will reduce po...
Guest over 6 years ago in IRIS KashFlow / Other 0 Acknowledged

Generating a report of wholesale value of stock

As a company who deals in both a wholesale and retail pricing structure, it would be useful to be able to generate a report to show our wholesale value at varying points throughout the year. This would also be very useful for us to be able to info...
Guest over 6 years ago in IRIS KashFlow / Reports 1 Acknowledged