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IRIS KashFlow

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Please include the audit trail transaction number in reports

Can you please include the audit txn number in reports, e.g. nominal activities etc? Preferably on LHS in its own column. I want to use the txn number to use as a reference to paper documentation for entries: much faster than giving each purchase ...
Guest over 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

A Report For Most Popular Customers

Hi, I believe it would be a good idea to have a report that shows your most popular customers so that businesses can see who to approach and who is buying more products off them etc. Thanks
Guest over 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Creation of more than one additional custom field in Suppliers

Creation of more than one additional custom field in Suppliers i.e. Credit Limit box and Suppliers Account Reference.
Guest over 7 years ago in IRIS KashFlow / Suppliers 0 Acknowledged

Mapping Kashflow codes to Iris codes (increase Iris codes displayed)

Partnerships – Partners Current Accounts – the KashFlow code to IRIS code mapping is such that the ‘985’ code can be followed by two further numbers (02 for Capital introduced or 21 for Drawings). However, there is not the scope to include which p...
Heulwen Thomas over 7 years ago in IRIS KashFlow / Other 0 Acknowledged

Grey out or show icon for archived Chart of Account items

Nominal ledger (Chart of accounts) – when a code is archived, there is no indication of this in ‘Settings/Chart of Accounts’. Without physically going back into the code again. Would be good if codes are greyed out or have an icon to show they are...
Heulwen Thomas over 7 years ago in IRIS KashFlow / Other 0 Acknowledged

Kashflow data export/import tool to another Kashflow account

I have been a kashflow customer for a year now and have recently started working with a Kashflow recommended accountant. They have added me to their Kashflow accounting systems so they have direct access to my accounts. This is great. However i ha...
Guest over 7 years ago in IRIS KashFlow / Other 1 Acknowledged

Enable us to send one email to all suppliers/and/or customers

This would be helpful for example, if you were changing address, or had to advise of office closures, holidays or changes of circumstances.
Jill Moggs over 7 years ago in IRIS KashFlow / Other 0 Acknowledged

Report to Show Invoices that are NOT allocated to a Project / Site.

It is easy to forget to allocate an invoice to a Project when you are creating an invoice but there is no way of checking / reallocating invoices that have their Project value as 'none' .You'd want to be able to 'Date Filter' this report and be ab...
Guest over 7 years ago in IRIS KashFlow / Projects 0 Acknowledged

Receipt of Payment

I would like to be able to amend the text on the payment receipt.
Guest over 7 years ago in IRIS KashFlow / Payments 0 Acknowledged

Overpaid Color

Can we make overpaid invoices a different color to red? This is visually confusing as OVERDUE invoices are red.
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged