IRIS KashFlow

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Keep changing the software for no reason

subscribers can continue to waste time re learning after updates

Guest almost 7 years ago in IRIS KashFlow 0 Will not implement

Don't show the Company Finances to everybody

when an additional user logs on they are greeted with the company turnover what's been Invoiced and what's owed this should not be happening its private company Information and not available to every one.

Guest almost 7 years ago in IRIS KashFlow 3

2 VOTE

Add delivery address to recurring invoice

To automate my accounts want to set up recurring invoices. Unfortunately client and delivery site for my service are different things - without being able to add the delivery address field to the invoice I cannot invoice automatically - have to do...

Natalie almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

2 VOTE

Global Report Download

The download to CSV need to include the two dates fields - Project Dates are a important factor of projects.

Guest almost 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

2 VOTE

Alphabetical order when you do a bank reconciliation

I have payments that I receive on the first of the month and I feel it would make reconciliation easier if you could sort the items by Amount, Type, Payee or Comment.

Deb Shaw almost 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

1 VOTE

Check box

desperately needing a check box on an invoice to show Job in progress or job complete. Trying to integrate into zapier but cannot disguish between ongoing jobs and completed jobs

Anonymous over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

2 VOTE

Supplier Discounts

When entering products and purchase codes it would be helpful to have an option to set the price, the VAT and the supplier discount - currently I have to get the calculator out and work out some prices due to the multi-point decimal price due to s...

Ben almost 7 years ago in IRIS KashFlow / Purchases 0 Acknowledged

2 VOTE

Search Box issue

Issue: Search box does not look up all data equally - after a recent support query #300676 I was advised that "The search bar in the top left only searches for invoice numbers or customer references" - This is not true. Example: I type in "FISH...

Ben almost 7 years ago in IRIS KashFlow / Dashboard 1 Acknowledged

2 VOTE

LIST OF QUOTES ISSUED TO BE DOWNLOADABLE INTO EXCEL

It would be useful to be able to download the list of quotes issued into n excel spreadsheet so that staff without excel access are able to follow them up. Preferably to include customer name,address, contact phone/email which are not shown on pre...

Guest almost 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

2 VOTE

Send a Receipt

There is no way to manually send a receipt without generating an invoice first and adding payment but it is still called an invoice which will cause confusion to some of my customers. Can receipts be added to the manual options we have?

Myke Snuggs almost 7 years ago in IRIS KashFlow 2 Acknowledged

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