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Make the columns in bank feeds the same as they are in reconciliation

Very simple and small, but when you're flitting between multiple accounts, bank feeds, and reconciliations it does get confusing that money in and money out are in different columns. e.g on our bank feeds it is 'money in' in left hand column and '...

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

2 VOTE

Multi addresses for one customer

To be able to send invoices or quotes to individuals which are linked to a Head Office account, so that follow up e.g. monthly statements for all sites are sent to one central address in one document not multiple quotes & invoice attachments

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

2 VOTE

add terms and conditions on second page of invoice

It's vital customers are aware of T&Cs, anything longer than a few sentences won't fit on the current invoice. To add them as an attachment to the email with the invoice means that a customer can claim not to have seen them whereas if they're ...

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

2 VOTE

Bank payments and receipts associated with expense code so that VAT is accounted for correctly.

At the moment if you do not want to run a sales ledger (eg you only have Till sales) and are accounting for income through a bank account any adjustment to reduce the income is coded as INPUT VAT instead of a reduction of OUTPUT VAT which means th...

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

1 VOTE

Add extra box under customer profile additional contact

The ability to send a customer sales order to a selected contact. I.e. on the customers profile tab, under Additional Contact, add a new tick box below "Receive Invioces" labelled "Receive Sales Orders". This is very useful if your client requires...

NKB over 3 years ago in IRIS KashFlow / Customers 1 Acknowledged

2 VOTE

A View button

Add a "View" button next to "Edit". This would (i) allow you to view details of an invoice not otherwise shown (eg job, product codes) without risk of changing anything accidentally and (ii) still work after the invoice is locked. Currently, if yo...

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

1 VOTE

Overdue invoices bulk sending

when bulk sending overdue invoices, please create a function where you can select which email template to use. Currently it sends the default email which in my case is a standard here’s your invoice email, with overdue invoices a more direct tone ...

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

2 VOTE

project column to be filled automatically

i would like to be able to mark a project as a default project so when creating an invoice the project column will be filled automatically

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

1 VOTE

your system needs to recognise when a duplicated purchase order number has been inputted

everyone would benefit

Guest over 3 years ago in IRIS KashFlow Connect / Clients 0 New

2 VOTE

Customer address needs more lines

There are not enough lines for customer address. Can at least 2 further lines be added.

Guest about 7 years ago in IRIS KashFlow / Customers 0 Will not implement

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