IRIS KashFlow

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Display Billing Country of Invoice

I want a report that shows the country for each invoice or sales, like int he activity report

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

Typed Date Entry

When typing a date into Kashflow without using the drop down you have to use a longer format than usual. To manually key a date it is DD/MM/YYYY - where as usually when typing especially when using excel you can use a shorter format with the year ...

Ben about 7 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

2 VOTE

Use the Supplier defaults when matching transations from imported bank account

When you are matching a transaction which you've imported from a Bank account and you choose to "Create" a new transaction, you get a screen to choose the supplier etc to log a new expense. However, when you choose a supplier, the purchase code a...

Gavin about 7 years ago in IRIS KashFlow / Bank 2 Acknowledged

2 VOTE

Dashboard - Bank Account Graph Improvement

At the moment, the bank account graphs on the dashboard are drawn from the balance in each account at the end of the month. For payment processor accounts such as PayPal and Stripe, the graph is not very informative (for example my Stripe graph sh...

Rich Mellor about 7 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

1 VOTE

To add a clock button to accept a quote

when a quote is sent it would be good to accept a click button for the customer to accept the quote

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

1 VOTE

Choose if a field is mandatory in customer profile

I would like to make email addresses mandatory in customer profile so staff can’t add a customer without an email adreess.

Anonymous over 3 years ago in IRIS KashFlow / Customers 0 New

1 VOTE

Add checkboxes to invoices

it was be useful to customise some check boxes at the bottom of an invoice. Ur - order in progress, order collected etc

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

2 VOTE

Provide a purchase history report for suppliers (as is available for customers)

There is no report on kashflow that shows the description of a purchase alongside the quantity and amount of an item purchased. For people who want a quick & easy way to review how much previous orders have cost them - kashflow currently doesn...

Guest about 7 years ago in IRIS KashFlow / Suppliers 0 Acknowledged

2 VOTE

Moving transactions up or down in bank accounts

At times during a single day several events affecting the same bank account may happen, for instance sales invoices, purchases and bank transfers (such as withdrawals from Paypal to corporate account). Very often I have noticed that the transactio...

Guest about 7 years ago in IRIS KashFlow / Bank 1 Acknowledged

2 VOTE

Go back to same list view on delete etc

When you are in a list of suppliers, on page 8 and delete a supplier, it takes you back to the supplier list on page 1 and you have to go back to page 8 manually. Please return me to where I was before the action.

Guest about 7 years ago in IRIS KashFlow / Other 0 Acknowledged

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