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IRIS KashFlow

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Option to customize initial customer view: default is currently transactions.

Not every user can match payments with invoices, even with the use of applying credit. Therefor the transaction page is defunct. Please allow a choice of view when a customer is selected, profile/statement OR transaction.
Guest about 6 years ago in IRIS KashFlow / Customers 0

A 12 month total sales on graph

I like the graph available on the dashboard showing the sales for the last 12 months although I do believe that a graph (separate or a individual line on the same graph) showing the 12 month accumulated sales would be useful in being able to quick...
Gethin Davies over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

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 over 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 over 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 over 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 over 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 over 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 over 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 over 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 over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0