IRIS KashFlow

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Include the customer's Account number at the top of all of that customer's pages.

For some aspects of double-accounting, or looking-up records during a telephone enquiry, or even just keeping an offline job-book, 'old' Kashflow had the customer's account number on the page. Now it's not there - to go back from the invoice to ge...

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

2 VOTE

Payment due to suppliers by Payment Method

I would like a report showing amounts due to suppliers to include a sortable column for payment method. To explain, I put in the payment method for each supplier, eg Cheque, Direct Debit, BACS. I want a report so that I can see who to pay by chequ...

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

2 VOTE

Purchase Order Report showing Job Numbers

I would like to be able to run a report on purchases for this year, with the job numbers on the report

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

1 VOTE

auto emails must show the company name

I have 20 clients on kashflow and occasionaly I get an auto email that alerts me to something and it tells me to log in to kashflow.......but it does NOT tell me which company to log in to. Then I have to seach every company to try and find out wh...

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

2 VOTE

invoice received confirmations

when Ive sent a couple of invoices companies say they havent received them. So where at the bottom of invoice you can check its been sent on what date a time stamp would be helpful. Also would be nice if you could set up an email receipt back to m...

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

2 VOTE

Can we have a 'save and new' option on the expenses and bank transfers

When you raise a sales or purchase you can save and click straight on the create button on the same page to create a new one. However, when making a transfer on the bank accounts page or creating an expense you save and then the box disappears so ...

Abbie Wells over 6 years ago in IRIS KashFlow 1 Planned

2 VOTE

Importing Kashflow CSV Back Ups into Kashflow

I have been informed that to back up the data, you need to go to Sage Export and download the four CSV files. The reason for needing to back up the data in my scenario is that the client (I work at an Accountancy firm) is moving away from Kashflo...

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

2 VOTE

Allow manual backups to be done when user requires

As new user of Kashflow and an accountant encouraging clients to use it, being able to do manual regular backups is essential. A back up before running a year end, or VAT reconciliation, or before making adjustments so that should something go wro...

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

2 VOTE

changing lay out on taking the payment page

This refers to the payment sequence when taking card details, in practice you always take, 1; Card Number 2; Expiry Date, 3; security Number, Please refer to your existing page This is how everybody gives information, by phone, this all adds to ...

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

2 VOTE

auto post code recognition

POSTCODE RECOGNITION, is highly important to most users of card payment over the phone, this would naturally give an autofill facility overcoming a huge amount of time and sometimes frustration with Customers, particularly if not fluent English sp...

Guest over 6 years ago in IRIS KashFlow / Other 1

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