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IRIS KashFlow

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Allow user to customise information that appears in Document Information section of payment reminder letters

Currently settings allows the user to customise the label given to various fields that appear in the Document Information section of invoices. However when generating a reminder letter an additional field appears in that section (the field Name wh...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Product Dropdown menus do not function correctly when the number of overall products exceeds 100

I run a Nursing agency - my sales are against different types of shifts (Day, Night Sat, Sun Bank Holidays etc) but the same shifts are paid differently depending on the customer, facility, contracting route etc. So I use the product code to split...
Paul Roycroft over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0

Have a list of template quotations to add to clients - option to search by quote name

Hi Team This is something that has really frustrated me for years and I wondered if there was anything you could do about it or a work around. My account now has 97 pages of quotations. In an ideal world I would like another search box not to sear...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Change mulitple sales types/expenses/cost of sales in CSV format

We have changed our sales types and expenses, and i'd like to make changes to historic entries so that our new categories are accurate in a P/L sheet. Rather than going into each and every invoice and changing, it would be easier if I could down l...
Guest over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Summary of a suppliers invoices

I want a report for a chosen supplier which lists the "description" field of what we purchased so I can track patterns. For example if I printed a supplier statement I would see the following minimum fields... Date Receipt No Due Invoice £ and de...
Andy Walker over 6 years ago in IRIS KashFlow / Purchases 0

Transferring credits between customers or suppliers

It would be useful if we could transfer a balance on a customer account to another account without having to split payments on in the bank. When we have client with more than one account with us, they tend to pay both accounts' balances with one p...
Gethin Davies over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Google calendar integration

Automation is the name of the game these days. Just being in the cloud is a bit 5 years ago.
Guest over 6 years ago in IRIS KashFlow 0 Acknowledged

Remove "Formal Notice of Default" added to debt chase emails

We have just discovered Kashflow adds the text "Formal Notice of Default" to the invoice copy when using automatic debt chasing. This is something we do not want and risks alienating our clients. There is no warning that you do this nor any option...
Ian Devereux over 6 years ago in IRIS KashFlow / Customers 0

Bulk change nominal code / project for imported transactions

For repetitive transactions, imported by CSV file (e.g. credit card transactions) it would save time and reduce errors if they could be selected in bulk (within the Bank > [individual account] screen) and have nominal codes assigned to them thi...
Guest over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

Pay Online Button available on monthly statements

We have customers who pay monthly and it would be a lot easier if we could put "Pay Online Button" on a statement. At the moment you can only have it on separate invoices which means the customer has to go to every each one of them to pay. Availab...
Barbara Laczny-Gomez over 6 years ago in IRIS KashFlow / Payments 0