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Notes - Ability to edit notes

Notes - Add a note to contact.Once you add a note to contacts it cannot be edited the only option is to create a new one each time. I think this function should already have been available, not sure why it isn't. Can we please have "Edit Notes" pl...

Guest about 8 years ago in IRIS KashFlow / Customers / Suppliers 5 Acknowledged

20 VOTE

Show VAT inclusive amount on sold item on printed invoices (per line).

Before printing you can see item price, vat amount and total inclusive of VAT but when you print it for a customer they only see the ex VAT amount for each item. This is not good when using the invoices as sales invoices in a retail envronment.

Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 6 Acknowledged

20 VOTE

Mass Update via CSV

First off which you can currently do - download all customer information in to csv. The new process I am then suggesting is that: When you need to update en mass, you can change within the CSV file all the details including customer setting like s...

Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Will not implement

2 VOTE

Ability to print off historical (say for a particular tax year) payslips for a particular employees without havibg to run each month seperately

I was recently asked by a pension provider to provide copy payslips for 3 employees in order to cross=check the contributions deducted from their payroll and found the process laborious.

Guest 10 months ago in KashFlow Payroll 0 New

3 VOTE

Default Time Period for transactions on the customer screen

There should be a way to change the default “Time Period” on the Transactions screen of the Customer Details page - or at least default it to something more sensible. I regularly go in there to find the last invoice we sent to a customer. But beca...

Rob Wheatley about 1 year ago in IRIS KashFlow / Customers 2 New

3 VOTE

SETTING TRANSACTION DATES IN SALES AND PURCHASE ACCOUNTS

In the new version of Kashflow, the date in customer and supplier accounts defaults back to 01/01/2024 meaning no previous transactions can be seen. Not helpful when we're only on 04/01/2024! It would be helpful if I could set the default date mys...

Guest about 1 year ago in IRIS KashFlow / Customers 0 Acknowledged

3 VOTE

NEW VERSION OF KASHFLOW PROBLEM Description text box on invoices needs to be larger.

Since the update, the text box is too small to see the whole description whilst typing which is causing errors.

Guest about 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 Already exists

2 VOTE

After software update, there is no way to manually enter the amount of VAT against a net figure when it is not 100% VATable

We have some suppliers who give a subtotal of all items (not broken down into the VATable and non-VATable items), total VAT and gross. Previously on Kashflow, I could enter a net amount, manually enter the VAT and the gross would auto calculate. I...

Guest 10 months ago in IRIS KashFlow / Purchases 0 New

17 VOTE

Update Product Pricing in Bulk

At the moment we have to go into each product individually to update pricing on over 500 products. I'd like the ability to view and edit the pricing and description on products from one page and the ability to bulk update.

Guest about 7 years ago in IRIS KashFlow / Other 2 Planned

16 VOTE

stop changing the layout for no reason

everyone would be log in and use the software without having to re learn it

Guest almost 7 years ago in IRIS KashFlow / Other 0 Will not implement

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