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IRIS KashFlow

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Running balance on Activity report

It would be great and vital for Auditing purposes if we can have a "running balance" option in the activity report creation screen. Auditors usually need opening and closing balance to reconcile on their side.
Guest almost 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Being Able to Upload Project Numbers in a Journal Upload

This would benefit anyone who uses the project function as currently I have to upload a journal then go into that journal and assign a project manually to every line which can be very laborious.
Guest almost 6 years ago in IRIS KashFlow / Projects 0 Acknowledged

Searchable custom fields

We use membership numbers to identify customers. we have generated a custom field but this is not searchable from the customer search bar.
Guest almost 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Addition of a new date field on the invoice page and the ability to report on this field

Some of our work we invoice for is repeated on a six monthly or annual basis so would allow us to record the date of the next inspection and then run a report between a date range to see what work is required during that period.
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Being to match "advanced payments" from bank transactions to sales and purchase invoices

Currently, any transactions posted from the bank to either the sales or purchase ledger can not be matched against a relevant invoice even though they have been correctly allocated against the customer or supplier. To match the payments to the inv...
Guest almost 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

Quarterly billing

All my invoices are quarterly so I’m stuck with manual at the moment
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 3 Already exists

when running an activity report it would be handy to see the payment methods ie bacs/debit card/cheque?

No description provided
Guest almost 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Improve address layout on invoices

The first name and surname of the customer main contact appear as a duplication of the main contact details on the invoice. To avoid this problem the customer main contact first name and surname would need to be left blanc which is not satisfactory.
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Receipt, Due and Payment dates on purchase invoices

In old Kashflow, I could click a single button to populate the three dates: receipt, due and payment at once. In the new interface, I have to set each one of these separately. Most of my receipts are for things where the payment was made on the sa...
Guest almost 6 years ago in IRIS KashFlow / Purchases 0 Acknowledged

Add payment to receipt on same screen

When entering purchase receipts, in the new Kashflow interface (I've only just moved from old Kashflow), I now have to save the receipt and then click another button (which is hidden below the fold) to add the payment. In old Kashflow, adding paym...
Guest almost 6 years ago in IRIS KashFlow / Purchases 0 Acknowledged