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IRIS KashFlow

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Emails sent list

Need to see a list, in the Kashflow system, of emails containing the invoices and/or reminders that have been sent via Kashflow.
Guest over 6 years ago in IRIS KashFlow / Other 0 Acknowledged

Add extra box under customer profile additional contact

The ability to send a customer sales order to a selected contact. I.e. on the customers profile tab, under Additional Contact, add a new tick box below "Receive Invioces" labelled "Receive Sales Orders". This is very useful if your client requires...
NKB over 3 years ago in IRIS KashFlow / Customers 1 Acknowledged

supplier expenditure report

It would be good to have a supplier expenditure report, breaking down the products/services purchased from a particular supplier.
Anju Smeeton over 6 years ago in IRIS KashFlow 1 Already exists

Maps re-introduced to customer profile

During a recent update the maps function was for some reason removed from the customer profile page, I used this function on a daily basis to get a rough idea of my customers location, which helped me to plan delivery routes, it was really helpful...
Guest over 6 years ago in IRIS KashFlow / Customers 0

Transaction Searching

Under Suppliers / Customers you can set custom search fields for the transactions to view, This area could be improved even more to make it 'Super Helpful!' by adding a simple number showing the total number of transactions returned in the filter....
Ben over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0

Overdue invoices bulk sending

when bulk sending overdue invoices, please create a function where you can select which email template to use. Currently it sends the default email which in my case is a standard here’s your invoice email, with overdue invoices a more direct tone ...
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Re-instate the Product Code column in the P&L report drill down

When a P&L report produces "Unassigned" items and you click through to the report, you get a list of all items, not just the unassigned ones. You used to get a column in the report showing the product code as well which then makes it easy to i...
William Garton-Jones over 6 years ago in IRIS KashFlow / Reports 1 Acknowledged

Please can we be able to Download the Unreconciled Bank Items to csv

This would be great for management accounts as currently I have to manually enter this all into our accounts on excel
Guest over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

Purchase / Sales Code Search option

Currently when using the power of KF Purchase or Sales code feature and I need to update something - price change, description alteration etc which would affect invoices and purchases dropdowns - it can be a very long winded process to perform upd...
Ben over 3 years ago in IRIS KashFlow / Purchases 0 New

It would be good to be able to put banks on dashboard in a specific order of choice.

No description provided
Guest over 3 years ago in IRIS KashFlow / Bank 0 New