IRIS KashFlow

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Having a date invoice paid column to both purchase and invoice overview pages

Hi is there a way of seeing at a glance when both sales and purchase invoices have been paid? ie a column in addition to 'date' and 'due date'. i'm doing my end of year accounts and it would be really helpful when I come to doing the 'who owes us ...

Guest over 6 years ago in IRIS KashFlow / Payments 0 Acknowledged

2 VOTE

Adding a new PDF theme

Re: https://www.kashflow.com/support/kb/pdf-themes/ When adding a new theme (+ add new theme) and selecting a template (classic or clean), the new theme created doesn't have the same options as the template. For example in the “basics” tab, the t...

Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

2 VOTE

Sub Customer Accounts

Have a main customer set up and be able to add sub-customers under the main customer, so that customers that are part of a group but make one payment, all the invoices that relate to this group can we seen together.

Guest over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

1 VOTE

The ability to abstract all customer emails for campaign without having to go to each individual customer.

We wish to send regular emails to customers with offers and it would be useful if we could get this as a list from Kashflow

Guest about 3 years ago in IRIS KashFlow / Customers 0 New

2 VOTE

Part numbers

We as a business recognise our products by their part number, so by having a field to put the part number before the description would be very helpful. We do not want to put the part number in with the description as they are different things. Mos...

Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

VAT Threshold Alert for all customers required on new dashboard

Small business who trade at or just below the VAT threshold need this signal to manage billing processes. If this is removed from the revised dashboard I would not advise a small business use this software.

Guest about 3 years ago in IRIS KashFlow / Dashboard 0 New

2 VOTE

Ability to analise all project relaed costs

We have created a project and require to keep track of the total expenditure on this project. However, currently the system only calculates the project expenditure that has gone through the purchase ledger. Project purchases that are analysed dire...

Guest over 6 years ago in IRIS KashFlow / Projects 0 Acknowledged

1 VOTE

Reports

Since your last update it no longer retains last view on customer transactions... so now have to select view all, invoices, 100 items... EVERY time I select a customer. Thanks for adding a million unnecessary click per day. It worked fine before.

George Ross about 3 years ago in IRIS KashFlow / Customers 0 New

2 VOTE

Add a Comment Box when matching from bank feeds

There is no option to add a comment when matching transactions from bank feeds into Kashflow. So if the bank payment reference is just a cheque number, then this is all that will show once the transaction is matched into Kashflow bank.

Guest over 6 years ago in IRIS KashFlow / Bank 0

2 VOTE

Ability to set a number of discount percentages for customers.

Some businesses offer a range of discount percentages, maybe a step-up discount scheme where a discount is 2% for orders over £100 and 4% for orders over £200 etc. It would be useful if a user were able to select a discount percentage while creat...

Gethin Davies over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

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