IRIS KashFlow

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Invoices and Bills should have a last modified date

Invoices queried via your API do not yet all return a last modified date, which makes it hard to track changes to invoices. Having a field like a last modified date against all items that often get modified would be very useful.

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

2 VOTE

Monthly P/L showing all months to date

Your support team member Chris Wilkes suggested I put this forward: P/L account - year broken down by months including %. Most other programs I have used allow this and I find it very useful for easy comparison and forecasting.

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

2 VOTE

The ability for customers to choose to add on a small amount of payment to go towards charity.

It would be good to have the ability for us to generate invoices where the customer has the option to add a bit extra to their payment and we can donate this extra to charity.

Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

2 VOTE

Unpaid and Part Paid Invoices Report as downloadable data file

I issue single invoices paid over a long period in a schedule of installments. The due date is sometimes a year or more into the future. As payments are against a single invoice, there is no flag to let me know an installment is overdue. Issuing s...

Katrina Boydon about 7 years ago in IRIS KashFlow / Reports 1 Planned

2 VOTE

being able to edit invoices after the transaction lock date

Changing invoice numbers and dates after transaction lock date. A customer has not yet received invoice but paid in advance, we up date the records and are unable to because the bank has been reconciled. I understand we should not be editing payme...

Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

2 VOTE

Column Totals within bank accounts

On the transactions page of the bank accounts you have a column for 'in and a column for 'out', but there is not a total for either column. This would be really handy so that at a glance you can see how much has come in and out, not just the indiv...

Rob Smith about 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

2 VOTE

Make Bank Matching look at invoices it has previously matched but which are still only part paid

Once Bank Matching has allocated an invoice it doesn't include it in future matches even although that invoice might be unpaid - I have several hundred customers paying by standing order (ie the same amount every month from the same invoice) and c...

Rob Smith about 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

2 VOTE

Convert quotes to more than 1 invoice for receipt of deposit purposes

We work on a deposit and stage payment accounting system and would like to be able to convert the original quote to separate invoices at the different stage of the work i.e. deposit then next stage and final payment. This is to ensure there is not...

Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

2 VOTE

Quick Updating Product Codes after creation/import

I have seen a previous idea submitted for the ability to update prices of product codes by importing a new CSV as this was rejected due to the possibility of data problems and duplicated data Issue : When you have over 1000 products, and the su...

Ben about 7 years ago in IRIS KashFlow / Purchases 0 Planned

2 VOTE

Export email addresses to mailchimp contact list

A way to export the email addresses from each of my customers into my Mailchimp account. Both individually and also extracting ALL email addresses without needing to do it one-by-one.

Guest about 7 years ago in IRIS KashFlow / Partner Apps 0 Acknowledged

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