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IRIS KashFlow

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Natwest bank is 5 days behind when importing transactions

When importing the bank feed from Natwest it is always 5 days behind. Kashflow have blamed the bank for the issue, however this is not true as we use Sage One also and the bank feed is up to date when importing. We cannot send Customer Statements ...
Louise Bradley almost 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

Add a letterheaded document for the registered company so they can send a letter with company details etc to a customer

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

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