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IRIS KashFlow

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editing of recurring invoices

Presently I cannot set up a recurring invoice as Kashflow does not allow me to alter the amount. As I have clients whom I invoice on both a monthly and quarterly basis it would be great if these invoices could be automatically generated in case I ...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

MTD VAT screen formatting should preserve cell width for the amount column, so that the sign is always clear

Unless you have the screen zoomed right, the minus sign on a refund can be missed. Please ensure that the column width for the amount is always sufficient to show the minus sign for a refund on the same line as the amount In the attached screensho...
Guest over 5 years ago in IRIS KashFlow / Reports 0 Acknowledged

Increment/Manage Stock Levels in bulk uploads

We have 1200+ product codes. The product codes/nominal codes and product descriptions have been successfully uploaded both as purchase codes and corresponding sales codes. The problem we have is that there is no bulk linking option. Essentially th...
Guest over 5 years ago in IRIS KashFlow / Other 1 Acknowledged

Add customer selection to the Invoices screen

On the Invoices screen allow selection of a invoices for a specific customer. When raising invoices I often need to refer to earlier invoices from the customer to check prices , what invoice relates to etc to insure that the latest invoice is corr...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Fix screen display of Invoice List and Purchase list on Laptops

We use Dell 15" laptops to access KashFlow. running windows 10. The screen settings are Resolution : 1920x1080 ( recomended ) change the size of text apps and other items : 125% ( recommended) However we "loose" the top transaction line on the i...
Guest over 5 years ago in IRIS KashFlow / Other 0 Acknowledged

Add Shortcut link to Apps on nav Bar (Paypal as bank feeds dont work)

Please add the ability to have the paypal App on the Nav Bar or Under Bank section , so you can update the feeds without having to navigate roudn the site. And assigning Payments for Paypal you have to use a differnt menu (bank) to view and assign...
Guest over 5 years ago in IRIS KashFlow / Bank 0 Acknowledged

Allow previous customers access to their accounts Read-only option

No description provided
Guest over 5 years ago in IRIS KashFlow 0 Acknowledged

View/Sort purchases into categories

On the purchases page, it would be useful to be able to 'sort' this page by expense categories, If for example, I wanted to see the purchases I'd made that related to 'motor expenses' or 'stationary' or 'subcontracters' - the only way to do this i...
Guest over 5 years ago in IRIS KashFlow / Purchases 0 Acknowledged

Print delivery address label

Print delivery address label from stored info in a customers profile. Should be possible to change font size to suit postage label or pallet label
Guest over 5 years ago in IRIS KashFlow / Customers 1 Acknowledged

Would like the sales agent code included on the activity report.

It would save a persons time having to go into every transaction to find out the code for our monthly sales report.
Guest over 5 years ago in IRIS KashFlow / Reports 0 Acknowledged