IRIS KashFlow

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Add another column in the All Customers report from the option tab to show the detault email template

The All Customers report is very useful to us and we would like to see another column added in this report to show the 'Default Email Template' from the options tab. Is this possible as it's only another field of data?

Guest over 6 years ago in IRIS KashFlow / Customers 1

1 VOTE

Able to type in the email when sending multiple invoices

When choosing all the invoices to be emailed to a customer at the end of the month, it would be useful to be able to enter text in the body of the email before it is sent.

Guest over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

1 VOTE

Including number of days on the detailed debtors report

Some factoring companies stipulate that the aged debtors breakdown includes the number of days. If it is too onerous to export to Excel and add a column, a business may choose to move across to another software provider such as Sage or Xero.

Guest over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

1 VOTE

Allow Journal Templates to be edited

Journal templates are a useful shorthand for entering multi account entries, a prime example being paying your tax liabilities (Income tax & NI) each month. The problem is the values change from time to time (typically each tax year) meaning y...

Guest over 6 years ago in IRIS KashFlow / Other 0 Acknowledged

1 VOTE

Filter on Transaction Report

When assigning transactions to either invoices or purchases using a transaction report, it would be extremely useful to filter on the "Code" so that you do not have to scroll through the report to find e.g. every entry with the "Code" of "Subcontr...

Guest over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

1 VOTE

CREDIT NOTES

The process of applying a credit note is backwards! You should re code the system to say credit note applied not applying credit applying credit is suggestive not as final as credit note applied - some companies will reject this

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

1 VOTE

Credit Limit for multiple invoice customers

Example here to use: We have a customer that makes multiple small purchases, we invoice for each purchase but he doesn't pay until all of the invoices amount to £50. Similar to a monthly statement, except that £50 could be reached in a week or 7 ...

Guest over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

1 VOTE

Editable quote from customer page

You've recently updated the customer details area. In the 'Files' section at the bottom, you can Preview, Download or Delete invoices or quotes, but you can't click on them to edit. Instead, you have to navigate back to the Invoices or Quotes sect...

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

1 VOTE

Longer name field on transactions page

Your software allows a longer name field than the one shown on the transactions title field. This causes us problems because we put important info at the end of the name and without this I have to switch tabs to find it in the profile. seeing just...

CEO over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

1 VOTE

Add 'Next 12 months' to dates viewable drop down list in customer page

I create 12 month taylored works packages with each of my customers individually. Once the works are agreed I then create invoices for the works. At this moment Ithe default view for invoices on the customer page is 'this year'. There are other op...

Rob Smith over 6 years ago in IRIS KashFlow / Customers 1 Acknowledged

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