IRIS KashFlow

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Ability to connect to Microsoft office Sharepoint/One drive

To be able to connect to locations other than dropbox when storing invoices etc. ie Sharepoint

Guest about 4 years ago in IRIS KashFlow / Partner Apps 0 New

Reinstate the address lookup button

When entering a customers' address, there used t be a map button for searching an address. This looked up the address in Google Map, making it easy to check street names and postcodes were correct. You removed the feature a few years ago and I mis...

Guest about 4 years ago in IRIS KashFlow / Customers 0 New

1 VOTE

Customising Credit Control Letter frequency per customer

We have a number of customers who tend to have set payment runs monthly. I would like to be able to not send them the automated credit control emails and do this manually instead. I think an opt out of credit control reminders on the customer acco...

Guest about 4 years ago in IRIS KashFlow / Customers 0 New

1 VOTE

Purchace code by project

A report to display the values of a given purchace code distributed among different projects over a given time

Guest about 4 years ago in IRIS KashFlow / Reports 0 New

1 VOTE

Supplier report for a set amount of time.

It would be extremely useful if it was possible to download a spreadsheet of the ACTUAL amount of money spent with each supplier between two selected dates. At the moment it is only possible to generate a pie chart of this information which frankl...

Dave Hall about 4 years ago in IRIS KashFlow / Reports 0 New

1 VOTE

10 Invoice Restriction on Starter package - good but not practicable

As a low volume sales invoice generator a normal year would be 22 invoice per annum and abnormal would be 33 invoice per annum. The monthly restriction for me creates an admin problem. As I need to generate at the same time 11 invoices twice a yea...

Anne Ruskin-Wyer about 4 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

1 VOTE

Have customer contact name, contact Tel No. and email address on invoice for export invoices also EORI

This is required on the invoice by transport companies before they will pick up goods. Most of information already in Customer data.

Guest about 4 years ago in IRIS KashFlow / Customers 0 New

1 VOTE

Options for multiple Invoice name

Many of my customers require their invoice to be submitted in differing formats. For example, Invoice, Self Billing Application, Application. At the moment I have to manually change the Field Name in Settings whenever I send a specific invoice. It...

Louise Saunders about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

1 VOTE

Amend payment due date across board

I make entries on Kashbook as and when they appear on the bank statement and at the same time enter the payment, but in so doing, the default always goes to 30 days. What I want is for it to be zero days for both purchases and invoices. I know it ...

Guest about 4 years ago in IRIS KashFlow / Purchases 0 New

1 VOTE

make recurring list of invoices available in CSV or excel

currently only available in PDF

Guest about 4 years ago in IRIS KashFlow / Reports 0 New

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