Update all customer information pages at once before clicking "update details" button
Would it be possible, especially when creating a new customer, to input all information on Profile, Options & Other Info pages before clicking the "Update Details" button? At the moment, once you complete the customer details, you can't go to ...
Bank accounts. Kashflow, please add a bank icon for Virgin Money. There is already an icon for VM when adding bank feeds but not for the KF bank under Home> Financials. Thank you!
Hi, Is it possible to put a customers account on hold?, for example if they haven't paid, you can tick a checkbox or something to lock account/ bring up a message saying account on hold, so no more invoices can be raised until we unlock / untick c...
Use icons for quick access to actions on the supplier list
Rather than having a drop down list for two actions (i.e. create purchase invoice, create purchase order), there could be icons instead. This would allow single-click access to more actions in the same on-screen space. see attached mock-up with ic...
The liability for VAT quarters just finished, for which returns are not yet done or paid, appears not to be included on the dashboard - only the amount for the current quarter. This can be a significant sum and should be included.
Attached are 2 screenshots showing an invoice being edited in the original interface and the same invoice in the new design. The original is very usable design with appropriate spacing for numerical values and description In the new style screen -...
Improve switching between bank feed and matching rules
Switching to the 'Matching Rules' tab when on the bank feed loses all in-progress assignments, and resets any date range that was previously set – infuriating! Please fix this :)
Can you have this option available in the near future or on your next upgrade? I am requesting that invoice number fields to be alphanumeric. We await your reply. Thanks
To be able to see the Purchase Order description on the invoice list, similar to the Quote Ref when looking at the list of quotes
Please can I suggest in Customers section in the 'Invoice,Stats,Etc' that we can see the Purchase Order reference in the list of invoices box (along with the date, invoice number, amount etc), as then we could clearly see what each invoice is for,...
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about 8 years ago
in IRIS KashFlow
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