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Invoices and Bills should have a last modified date

Invoices queried via your API do not yet all return a last modified date, which makes it hard to track changes to invoices. Having a field like a last modified date against all items that often get modified would be very useful.

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

2 VOTE

Provide different access levels for users within the agent's staff

We need a multi-tier access level because not all of our staff have the same levels of competency. Some have particular functions, such as invoicing for clients and doing credit control on behalf of the client, however they don't need to view or m...

Guest about 7 years ago in IRIS KashFlow Connect / Settings 3

2 VOTE

Allow bulk delete on transactions imported to Kashflow and a save feature for matching transactions

A few time now i have uploaded my bank statements into Kashflow and i have finished work or have not had enough time to match all transactions off and when you have over 800+ it can take a while so by allowing you to save it and come back to it wo...

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

2 VOTE

Company Details

Industry Sector - I have been advised to contact you today - as we have had an issue with a popup and apparently it relates to the industry sector 3 x fields - we didn't populate one as it didn't apply to our business, maybe you could pop a 'doesn...

Guest about 7 years ago in IRIS KashFlow / Uncategorised 1 Will not implement

2 VOTE

VAT liability is present on the dashboard. Can we please have CIS (Construction Industry Scheme) tax liability in the same way.

If you are in the construction industry, CIS (tax from subcontractors collected on behalf of HMRC) is just as important as VAT!! Please can we see the 'liability' on the dashboard.

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

2 VOTE

Invoice and Purchase Orders should have Line Item Numbers

When discussing Invoices and Purchase Orders with Suppliers and Customers it would be useful to have Line Item numbers so as to easily identify individual items. This is required where invoices etc are very complex.

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

2 VOTE

Ability to reorder or move line items in Invoices and Purchase Orders

It would be useful to be able to reorder or move line items on both Invoices and Purchase Orders - I often have a lot of identical items but waste time having to retype to ensure there is sectional consistency/grouping

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

2 VOTE

Remittance Sent

When you're on a supplier record and have sent the remittance there's no record to show that you've done it. This is really frustrating when you are changing screens and paying lots of people as you can't always remember if you've done it and can ...

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

2 VOTE

Monthly P/L showing all months to date

Your support team member Chris Wilkes suggested I put this forward: P/L account - year broken down by months including %. Most other programs I have used allow this and I find it very useful for easy comparison and forecasting.

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

2 VOTE

The ability for customers to choose to add on a small amount of payment to go towards charity.

It would be good to have the ability for us to generate invoices where the customer has the option to add a bit extra to their payment and we can donate this extra to charity.

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

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