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...
Lots of businesses have more than one bank account for their business and it would be useful to be able to link these up to the accounts within Kashflow on the bank feed.
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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It would be useful if when printing or e-mailing a customer statement that you have the option to show, or not show, the "Opening Balance". This is especially useful when printing a statement set for a specific period of time. For example...we bas...
As accountants performing reconciliations for clients we regularly have to unlock and relock the bank to perform routine tasks. I have used Sage and VT Transaction + previously and one once a bank reconciliation is done you never have to revisit i...
Sales and Purchase Codes visible on Invoices / Purchase Orders
I'm putting up two comments - this is the first. Both I believe are fundamental. I understand that the only way to show the Sales or Purchase codes on printed or e-mail copies is to add them to the item description. If we have to use Codes in the ...
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