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IRIS KashFlow

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Be able to change all invoices of a certain amount at once.

We use kashflow for our gymnastics club so we have over 400 invoices going out every month for fees and annually for insurance. Every time the insurance or fees are increased it would be so helpful if I could change all invoices on mass instead of...
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Posted Icon/check box

Definitely need a click box/icon to show invoices have been posted in the invoice lists rather than just the emailed icon.. Its hard to see if invoices have been sent by post or just not sent out without individually clicking into each invoice to ...
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

New KF: A decent dropdown calender that has the word "Today" or Todays date highlighted

Like every other calender in the world!!!!
Guest over 4 years ago in IRIS KashFlow 0 New

Credit card payment notifications don't work on new KF

No description provided
Guest over 4 years ago in IRIS KashFlow / Payments 0 New

Credit Card payment page requires all fields to be complete on new KF

Please make Address 3 and Address 4 fields optional like on legacy KF
Guest over 4 years ago in IRIS KashFlow / Payments 0 New

Reconciling: when reconciling using the "old, slow" method, the transaction list is not sticky

Add a setting to allow you to always have the list expanded if you navigate away. Expanding every time slows down what was fast on the legacy KF.
Guest over 4 years ago in IRIS KashFlow / Reports 0 New

Setting: Add a way to have the save and copy buttons not at the top of the screen but under invoices and quotes like they are on the legacy

No description provided
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Settings: Add a setting to make the a-z horizontal like it was on legacy on Customer search

No description provided
Guest over 4 years ago in IRIS KashFlow / Customers 0 New

Search: Remove case sensitivity on new KF

No description provided
Guest over 4 years ago in IRIS KashFlow 0 New

Search: lots of fields on a customer contact record would be returned on legacy Kashflow

Please expand searech fields on new KF
Guest over 4 years ago in IRIS KashFlow / Other 0 New