IRIS KashFlow

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Ulster Bank Business UK bank feed

All other Ulster Bank accounts (UK and ROI) are included in the bank feeds - business would surely benefit from being included in this

Guest over 3 years ago in IRIS KashFlow / Bank 0 New

2 VOTE

Favourite reports per user or per account

Store favourite reports for each user rather than per company so that each user can have their own set of favourite reports.

Julie Shepherd over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

1 VOTE

I need to delegate users where they are not able to see the Reports which contains the P&L etc.

To maintain confidentiality.

Guest over 3 years ago in IRIS KashFlow / Reports 1 New

2 VOTE

Add telephone numbers and emails to Packing Slips

We use our packing slips a lot. It would be useful for the customers telephone number/email to be displayed on the packing slip so when we send the orders to our carriers we don't have to supply the number separately

Guest over 6 years ago in IRIS KashFlow / Customers 0

1 VOTE

The PO number to be referred to on a Purchase

I since 1st December started to use Purchase Orders to send to my suppliers, when I receive there Invoice I then convert to a purchase which is working fine. My problem which has now come to light when my supplier sent me a statement, on there sta...

Roger Miles over 3 years ago in IRIS KashFlow / Purchases 0 New

2 VOTE

download the quotes page as a CSV file or Excel spreadsheet

I need to be able to download the quotes page as a CSV file or Excel spreadsheet on a regular basis.

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

2 VOTE

Automatic upload of Worldpay sales from Ecommerce sites

Like PayPal, it would be great if payments processed by Worldpay through Ecommerce websites automatically sent the info to Kashflow where invoices could be easily generated.

Guest over 6 years ago in IRIS KashFlow / Bank 1 Acknowledged

2 VOTE

CIS Voucher that can be printed off from the payments receipts in the purchases department

IT would be useful as it would prevent having to type out a voucher to the contractors on a separate sheet therefor saving time. It would include a box for UTR number for the company and also the personal UTR number and verification number for the...

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

2 VOTE

Bank Reconcilation Totals

It would be beneficial to have the Bank Reconcilation Totals as a Freeze Frame Header! I input over 300 Bank transactions per month, when reconciling I have to constantly scroll back up to the top of the screen to ensure that my totals are still m...

Guest over 6 years ago in IRIS KashFlow / Bank 0

2 VOTE

Create invoices etc in XML format

We have a number of clients who wish us to send e-invoices and credit notes in XML format along with the existing PDF 'hardcopy' for direct integration to their systems. Example attached

Lloyd Naylor over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

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