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IRIS KashFlow

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Changing customer info wiithout changing historical information

Recently we had a customer who slightly changed their contact details. Not a new customer, same one, so we did not want to change historical information, only going forward. We did not want to add then as a new customer as they were already an exi...
Guest about 6 years ago in IRIS KashFlow / Customers 1 Already exists

Access limitations to additional user

As is added access to a sales person, I don't want him to see reports section. Please make amendments so that we can limit access to any additional users.
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Edit Invoice and update customer address

When editing an invoice - you are allowed to edit the customer address, whether they have a delivery address or not and there is also a button to "Update customer details". This is useful for reformatting paypal imports, where EVERY new invoice ha...
Rich Mellor about 6 years ago in IRIS KashFlow / Invoicing & Quotes 2 Acknowledged

Create New Sales Code needs to be easier

When creating an invoice or purchase and you realise that an item is missing from your sales/purchase codes, you currently have the option to create a new sales / purchase code at that point. However, you have to guess what codes you have already ...
Rich Mellor about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

password protecting invoices

with the GDPR it would be useful to be able to password protect invoices within Kashflow as currently i have to download the invoice, then re-save with a password and then upload into the invoice email. This takes a lot of extra time.
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes / Other 0 Acknowledged

Download a CSV of invoices by department

it would be useful to be able to download a departments list of invoices. Currently you can view the list, but not downlod it. I imagine it could be easy to add the download function here.
Guest about 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Batch payments page needs user interface work

The top of the page allows us to change settings for the batch payment - however, the supplier selector is at the bottom. When creating a batch payment, the majority of the time (every time in my case) is always for a single supplier. When creatin...
Gary Newbrook about 6 years ago in IRIS KashFlow / Purchases 0

The ability to have fractional items in invoices

We are a children’s nursery so the vast majority of what we invoice is for monthly childcare fees. When a child starts mid-month, finishes mid-month, or changes their booking pattern mid month then we end up with a fraction of a monthly fee item l...
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0

To have more payment term options

Our customers are required to pay a month in advance by direct debit for some services but other services provided are invoiced to the customer and they are expected to pay by return before collecting their boats. As I cannot alter the invoices to...
Guest about 6 years ago in IRIS KashFlow 0 Acknowledged

Amend Columns visible of Client invoicec summary, as well as Invoice summary list. ie swith PO Column for a Custom or SOW type field. Same applies for Supplier Purchase columns.

This would benefit us from a perspective of visible details. ie, while useful, Client/Supplier PO numbers are not the same as our SOW index or invoice details. This would remove the need for this to be duplicated just to be visible in reviews. In ...
Noel Gorvett over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged