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Payment

We often get our clients to mark an invoice as paid for their own debtors control purposes, however tell them not to touch the bankfeed, as we would deal with that on their behalf for VAT return preparation. However lets say two customers have th...
Guest over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

Re-allocation of Advance Payments/IRIS Snap

If you import the bankfeed prior to publishing invoices via IRIS Snap, and have matching rules created for payments to be offset against the supplier accounts, then the payments via the bankfeed automatically get assigned to advance payment agains...
Guest over 6 years ago in IRIS KashFlow / Payments 0 Acknowledged

Create a button to "update stock levels on freewebstore" after placing order with supplier for new stock.

Would make order and stock control easier to manage
Guest over 6 years ago in IRIS KashFlow / Purchases 0 Acknowledged

Journey tracker

has any consideration been given to develop a real time journey tracker which records all journeys via the mobile app? Then giving the option to select personal and business journeys. This is available I understand with other similar bookkeeping s...
Guest over 6 years ago in IRIS KashFlow / Mobile Apps 0 Acknowledged

Notes, Payments and Files - using tabs means it's harder to see activity at a glance

We are mystified as to why these are now separate tabs. In 'old' Kashflow, you could see them all on one screen... which is useful, for example, if the customer underpays, misses off VAT or sends notes to accompany a payment. Please would you cons...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

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