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facility to record communication on credit control

This facility will allow us to keep track on when we have spoken to clients and what has been discussed during the conversation.
Guest almost 7 years ago in IRIS KashFlow Connect / Clients 2 Already exists

Trial Balance Not Balancing

As an accountant, we have had a couple of clients that have managed to post sales/purchase invoices to a bank code which has somehow caused the trial balance to not balance. I don't claim to be the smartest person, but surely if the software is do...
Guest almost 7 years ago in IRIS KashFlow Connect / Your Account 0 Will not implement

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 almost 7 years ago in IRIS KashFlow / Suppliers 0 Acknowledged

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 almost 7 years ago in IRIS KashFlow / Bank 1 Acknowledged

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 almost 7 years ago in IRIS KashFlow / Other 0 Acknowledged

Suppliers from the US

A lot of our purchases are made from US suppliers, but when you input supplier details the default is a UK supplier, with an option to say that they are from elsewhere in the EC. This means that 20% VAT is always added automatically when inputting...
Guest almost 7 years ago in IRIS KashFlow / Suppliers 1 Acknowledged

Projects listed on main Purchases page.

On main Purchases page, the Project should be listed next to each Purchase as well as the date and amount etc. This would give considerable ease of reference, particularly checking whether every purchase has been correctly recorded to the relevant...
Guest almost 7 years ago in IRIS KashFlow / Purchases 1 Acknowledged

Sales code

Hi, Could you please look at improving the sales codes for changing prices. Currently have to scroll up and down through 500 codes looking for the right one, just to change the price. When you have a dozen to do - it could be an hour of a job. Thi...
Mike Sheppard almost 7 years ago in IRIS KashFlow / Other 1 Acknowledged

Better filtering of invoices

Can I put an idea to you for an improvement. When I look at all my invoices I would love to be able to filter by month. This way I can see quickly at the bottom the values I am due in or the values I have sent out. So You could filter by job and m...
Peter Oram over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

be able to add companys bank details to customer statements

would make Statements much more professional looking - save time having to write an accompanying email with the Bank details on it
Guest over 3 years ago in IRIS KashFlow / Customers 0 Acknowledged