IRIS KashFlow

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Sage converter to bring over customer and supplier default nominal code

When bringing over the supplier and customer data, can you make it so it brings over the default nominal codes for each customer and supplier too. At present, when a conversion is processed, all the data transfers perfectly, except it omits which ...

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

2 VOTE

Assign multiple Customers to a project

At the moment you are able to assign one Customer to a project but this doesn't auto fill the project box. To save time when posting invoices it would be good if, when you create invoices, those customers are automatically assigned to a project.

Guest over 7 years ago in IRIS KashFlow / Projects 0 Acknowledged

1 VOTE

A way to have a more specific downloadable info into excel - based on data fields eg overdue date/amount

To download overdue invoices from Kashflow into an excel spreadsheet I would like to do this for a specific date range and possible for amounts over £1000 for example. At the moment this only seems possible for into a PDF.

Guest almost 4 years ago in IRIS KashFlow / Payments 0 New

2 VOTE

Unassigned Departments Report

To retrieve information which shows me a list of all items not assigned to a department

Guest almost 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

2 VOTE

Date range to be the same from Profit and loss report to the nominal code breakdown

When entering the date range for the profit and loss or balance sheet report and then looking at the different nominal codes ie: sales, the date range changes. It would be of great help if it could copy the date range across.

Emma Ransom almost 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

1 VOTE

Add a program date for all entries

Is there a way to set the program date in Kashflow? For example today is 3rd June 2021, but my month end entries need to be set to latest 31st May 2021. It means I have to manually change the date back a month and then to 31st for EVERY transactio...

Guest almost 4 years ago in IRIS KashFlow / Uncategorised 0 New

2 VOTE

Include interest that could be charged on overdue invoices invoices

It was a really useful function on the old kashflow

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

2 VOTE

Include the Alphabet at the top of customers & suppliers page as on the old kashflow pages

This was a really useful shortcut on the old kashflow and the new one would benefit from it

Guest almost 8 years ago in IRIS KashFlow / Customers 0 Acknowledged

2 VOTE

Add a Column to Invoices (Come on give us that flexibility :0)

I would like to be able to have a column for the 'Size' of the garments that we sell because that's how it comes to us from our website provider Wix. Then this way I wouldn't have to add all of the Size details to the already busy details column b...

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

2 VOTE

Allow contact details to be separate from customer account name

At the moment, to get your customers listed alphabetically, you cannot use Mr or Mrs as part of the customer name, as alphabetically they appear under the Mr M rather than Smith (Mr M Smith)

Nikki Fothergill almost 8 years ago in IRIS KashFlow / Customers 0 Acknowledged

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