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IRIS KashFlow

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Search the banks on the comment and code fields rather than just date

it would be useful if you could search the banks on the comment and code fields rather than just date.
Guest about 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

Being able to move the payments around in the bank section

This would make matching bank statements easier to match up with the kashflow bank statements. If you do not put in payments or purchases in the correct order to begin with it becomes very tedious trying to alter them one by one. If we could have ...
Guest about 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

Project reports - to give the project profit and percentage profit on one report and per customer

It would be useful if the project global report could calculate the project profit and percentage profit on one list and per client.
Guest over 3 years ago in IRIS KashFlow / Projects 0 New

Adding costs to a project that are not a supplier or bank payment

We have costs associated to a project ie where a director is working on the site but the amount of this is not made as a payment to him but needs to be built into the labour costs of the project
Guest over 3 years ago in IRIS KashFlow / Projects 0 New

Facility to assign an individual PDF template to Invoice, Estimate and Statement

We have designed new and different templates for our Invoices, Statements and Quotes (Estimates) - however you are only allowed to have one default PDF which means that everytime you send out one of the above your have to go into Options and chang...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Integration with Microsoft Invoicing App - Office 365 Business Centre

Are there any plans to integrate with the MS Invoicing app now launched as part of the MS Office 365 Business? There is currently integration with PayPal and QBO, but it would be very helpful if this integrated with KashFlow as this product beco...
Paul Robertson about 7 years ago in IRIS KashFlow / Partner Apps 0 Acknowledged

Show the date that sales invoices are paid on the list of sales invoices

Hi in the list of sales invoices, is there a way that I can show the date that a sales invoice has been paid please? At the moment it shows the date of the invoice and date due and in the status it just shows 'paid' when paid. It would be a help i...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Send a remind letter to cover all customer invoices

You can only send a reminder letter per outstanding invoice. We have some customers with multiple invoices outstanding, it would be good to be able to send a reminder for all outstanding invoices in one go
Guest about 7 years ago in IRIS KashFlow / Customers 0 Will not implement

Project Field / Seach / Report

There are two date fields in the project (for dates). They are perfect for reporting but are not included in the report download - If a field is actively used why is it not included in the global report
Guest about 7 years ago in IRIS KashFlow / Projects 2 Acknowledged

Running balance shown on Statements

It would good to see a running balance after each transaction on each statement rather just a balance at end of the statement. I am a landlord and if you have to evict a tenant for rent arrears you need to be able to show the weekly or monthly ...
Guest about 7 years ago in IRIS KashFlow / Customers 0 Acknowledged