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VAT Threshold Alert for all customers required on new dashboard

Small business who trade at or just below the VAT threshold need this signal to manage billing processes. If this is removed from the revised dashboard I would not advise a small business use this software.
Guest about 4 years ago in IRIS KashFlow / Dashboard 0 New

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 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

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 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

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 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Reports

Since your last update it no longer retains last view on customer transactions... so now have to select view all, invoices, 100 items... EVERY time I select a customer. Thanks for adding a million unnecessary click per day. It worked fine before.
George Ross about 4 years ago in IRIS KashFlow / Customers 0 New

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 8 years ago in IRIS KashFlow / Purchases 0 Planned

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 8 years ago in IRIS KashFlow / Partner Apps 0 Acknowledged

Quick "+ Add Line Items" - Multiple Lines

Would it be possible to add a extra option/button/bell/whistle to the Purchases/Invoices option to help add product lines. Issue : Current option allows for only single lines/comments to be added per click. This takes a lot of time and effort w...
Ben about 8 years ago in IRIS KashFlow / Purchases 1 Acknowledged

Highlight Invalid Entries - Product Specified is Invalid

Would it be possible to have the system highlight either by text colour, or by cell highlighting an invalid entry. As the "Product Specified is Invalid" warning is of little help. Issue : A product code was changed to a different location, this...
Ben about 8 years ago in IRIS KashFlow / Purchases 0 Acknowledged

Move - Add A Product Button (Purchase/Nominal Codes / Sales Code)

Would it be possible to add, or move the button " Add A Product " in the Purchase Code/nominal code section and the Sales Code screens? Issue : When you have a number of products already in the purchase/sales code that you are updating you have...
Ben about 8 years ago in IRIS KashFlow / Purchases 1