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IRIS KashFlow

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ability to insert a forgotten line in an invoice between existing lines without having to laboriously move it up from the bottom

ability to insert a forgotten line in an invoice between existing lines without having to laboriously move it up from the bottom
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Custom Fields - Drop Down Boxes and Defining Their Location

Understandably you can't build a system that suits all customers, hence the ability for us to create our own "custom fields". Currently we can create tick boxes or text boxes, could we also have a third option for drop down boxes so that we can de...
Guest about 8 years ago in IRIS KashFlow / Other 0 Acknowledged

Have a short cut to nominals for accountants

On the left hand side have a "nominal" button which then displays the full nominal ledger with balances and allows you to drill down into the transactions posted to that nominal (same as sage 50 accounts) Will allow accountants to quickly drill do...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

1. When assigning a bank receipt could we part assign and then go back to it later to assign any balance.

1. When assigning a bank receipt could we part assign and then go back to it later to assign any balance.
Guest about 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

The ability to provide a space between the currency symbol and the amount

I invoice overseas companies, and for clarity change my currency symbols to the standard three-character code (such as "GBP"). Currently. Kashflow places the code *immediately* before or after the amount, with no intermediate space. I suggest that...
Guest about 8 years ago in IRIS KashFlow / Other 0 Acknowledged

Secure the html/PDF template editing area

I was recently editing the html code for invoice templates and then generating pdf previews, I found that these previews are actually still accessible even when I am logged out.These previews use real data from previous invoices, inc names, addres...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Customer address Invoice layout

The standard US address format is as below.. Company/ContactAttention (Optiional)Street addressStreet 2 (Optional)City, State Zip I am sure other areas use different formats also. Ability to change/select layout of customer address allows for use ...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

On the bank page, when adding a new transaction - an option to change the 'money in' setting to 'money out' as the default?

This for when you are entering a list of payments thereby needing to click on 'money out'. This would save some time!
Guest about 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

3D Cad file extensions such as .stp(.step), .IGES as valid attachments for POs' etc

When emailing a PO to a supplier, I often need to attach CAD files as well. The system, lets me add .dwg files, but will not let me send 3d CAD files such as Solidworks drawings or generic 3D files such as .stp (.step), or .iges. It is a fairly im...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Would be great to add your own Icons to the existing ones (Visa, Lloyds etc.).

No description provided
Guest about 8 years ago in IRIS KashFlow / Payments 0 Acknowledged