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IRIS KashFlow

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activity report for specific customer

I know you can export a list of all invoices that you have issued using Kashflow via Reports > General Reports > Activity Report. But I'm asking my supplier to send me this list for my company ONLY as I wish to then import these details as m...
Guest about 8 years ago in IRIS KashFlow / Reports 0 Already exists

Enhance the Customer Search functionality

Currently when you create a new invoice you have to put the exact customer name in to get a match I currently find this awkward, if I have a customer on the phone or in person, I request their name, they don't always give me the exactly the same n...
Ed about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Project details to nominal ledger reports

No description provided
David Lushington about 8 years ago in IRIS KashFlow / Projects 0 Acknowledged

a method / facility where by it is possible to maintain a record of email sent to customers

When sending invoices to customers you are able to keep track of all the emails sent and received between the two parties. This would work for purchases too.
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Auto screen refresh when an invoice has been emailed.

When you view an invoice the Notes (1) at the bottom of the screen shows that it has been emailed but when you first email the invoice it is not automatically updated only when you go backinto the screen. Could you do an automatic screen refresh i...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Already exists

bulk payments on statements

It would be great if there was maybe an extra column on "Statements" where whatever bulk payment you have made to suppliers stays there because at the moment once the bulk payment has been allocated to invoices,it doesn't show on the statement any...
Guest about 8 years ago in IRIS KashFlow / Customers 0 Will not implement

The ability to include the month name in a line on a recurring sales invoice

For example, using something similar to a DATEDIFF function where you could enter a line in an invoice: "Email Hosting [MONTH]" but also if you are invoicing some items in advance and some in arrears to allow: [MONTH+1] and [MONTH-1]. Obviously th...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 2 Acknowledged

ability to run a sales activity report of sales invoices ONLY i.e. not showing income from bank transactions

able to run a sales activity report of sales invoices ONLY i.e. not showing income from bank transactions
Guest about 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

Optional 'Pay Online' button on invoices

We're all set to add the 'Pay Online' feature on our invoices but not being able to choose which invoices they go on is a real show stopper for us! Half of our clients are on Direct Debit so adding the 'Pay Online' option to their invoices will be...
Guest about 8 years ago in IRIS KashFlow / Payments 0 Acknowledged

Is it possible to enable "open link in a new tab" function when right click on the invoices/purchases #?

Dear Team,Is it possible to enable "open link in a new tab" function when right click on the invoices/purchases # ?Many thanks ~
Guest about 8 years ago in IRIS KashFlow / Other 1 Acknowledged