IRIS KashFlow

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Invoices show my banking details for internet payment - this needs putting on the statements as well

Adding this would stop phone calls asking about payment details by someone who has not got the invoice

Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Memorable word - the fields should blank out after entry to avoid copying by others

Previously I accessed the KashFlow system via a third party where each letter of the memorable word was blanked out after entry to prevent someone looking over my shoulder and copying the letters. This is similar to the way a cash machine works to...

Guest about 6 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

1 VOTE

Global document format change - not manually by customer!

In settings for PDF Themes I changed to use the 'Clean' Theme to my default expecting that this would actually be the new default for ALL documents produced from that point going forward. Apparently not so. i would have to go into every one of hun...

Guest about 6 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

1 VOTE

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 about 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

1 VOTE

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 about 6 years ago in IRIS KashFlow 0 Acknowledged

1 VOTE

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 about 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

1 VOTE

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 about 6 years ago in IRIS KashFlow / Projects 0 Acknowledged

1 VOTE

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 about 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

1 VOTE

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 about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

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 about 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

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