IRIS KashFlow

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Certificate Template

I have a service industry business and need certificates for my clients. To be able to populate the address from Kashflow would be very useful indeed. I'm sure a lot of users would find this a very useful addition and when integrated could be emai...

Guest almost 8 years ago in IRIS KashFlow / Other 0 Acknowledged

1 VOTE

Customers Job Title Field On Invoice

I find that job titles are important to lots of people - yet I have to use a number of workarounds to get them to appear correcty on an invoice - Why cant we have a job title box that displays the title under customer name on an invoice instead of...

Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Project Reporting withing G/L

As a check my clients would find it helpful if G/L codes contained the information of which Project costs had been posted there. Certain G/L codes should have to have a Project code e.g. cost of sales G/Ls. So, to make sure that they do either the...

Guest almost 8 years ago in IRIS KashFlow / Projects 0 Acknowledged

1 VOTE

Balance Brought Forward on Statements

Hi, At present when we view statements, the opening balance line shows all historical invoice/payment amounts, which is rather daunting for clients to see when it a large number! It would be better to have a "Balance Brought Forward" amount inst...

Ben Crowley almost 8 years ago in IRIS KashFlow / Customers 0 Acknowledged

1 VOTE

Change Paypal importer Accounts and Codes 'Payments Made' so it links to PO supplier profile

I can only assign purchases made on the importer (in general setting under heading PAYMENTS MADE) to one nominal code only. Can the purchases not be linked to the supplier's account profile and look up that supplier's default purchase code instead...

Guest almost 8 years ago in IRIS KashFlow / Purchases 0 Acknowledged

1 VOTE

Red / Green column highlight, so you what you are looking at

I've been caught out a few times, where I'm doing my reconciliations and I've ticked off an "out" instead of it being a correct "in" amount. As such the end balance didn't work out. The "In/Out" columns on reconciliation (and any of the pages to b...

Guest almost 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

1 VOTE

Combine codes with same name that are be under 'outgoing type' and 'bank transaction type' on P&L

I currently have 2 headings that are the same but because I have created them under different types they appear separately in the P&L, I would like to see these combine so I don't have to make additional adjustments when I run the P&L.

Guest almost 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

1 VOTE

Reinstating one-click link from Dashboard's "Money Owed To You" to ALL outstanding price/customer information

Not so long ago, in the lowest Kashflow price bracket, it was possible to obtain all the customer information directly from "Money Owed To You" on the Dashboard. I now find that I am unable to see all clients, maybe only those which are newest, ev...

Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

1 VOTE

keyboard shortcuts

I'm working on a laptop. It would be useful to have keyboard shortcuts for things like Edit, Save, Add Pament.

Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

1 VOTE

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