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IRIS KashFlow

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Take me back to customer module when canceling an invoice or quote

I will always start the writing of an invoice or quotation from a customers page (ie the customer module). If I decide I want to cancel either the invoice or quotation whilst writing it, Kashflow defaults to either the invoice or quotation modules...
Rob Smith over 6 years ago in IRIS KashFlow / Customers 0

Send Invoices, Quotes, etc... via MS Outlook

Click a button in Kashflow to spawn a new email in Microsoft Outlook (with the PDF of quote / invoice, etc... already attached). Many fields can be automatically populated (send to email address, Dear CUSTNAME, etc... Other invoicing tools have do...
Ian Davis over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Add 'Delete' option to the actions drop down in customer transactions

Currently if you want to delete an invoice you have to open it up and click on the delete button - would be much quicker and easier if 'delete' could be made an action on the main transactions page.
Rob Smith over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Vat on balance sheet shown as one figure

It appears that unless you run a vat report you cannot show the Vat liability as one figure on the balance sheet unless you journal the input, output and liability nominals into one. It shows input vat in current assets and output vat in current l...
Guest over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Disable button

the disable button for additional users does not work for us, so if any one else is using this you need to check because we can't be the only company this is happening to
Guest over 6 years ago in IRIS KashFlow / Uncategorised 1 Already exists

Journals list in journal posting section is in alphabetical, it would be much better if it was in numerical order.

No description provided
Guest over 6 years ago in IRIS KashFlow / Other 0 Acknowledged

Ability to transfer line items from one company to another, each with separate Kashflow accounts

Hi - I have two companies (one is a subsidiary of the other) and I therefore have two separate Kash-flow accounts (one of each). I would like to transfer some line items incurred from the main holding company to the subsidiary one, but know this i...
Stuart over 6 years ago in IRIS KashFlow / Other 0 Will not implement

Bring Back Option to Navigate Invoices Within Client Records, Opposed to Just Prev. and Next

Please bring back the option to use the arrows to navigate the previous/next invoices in the customer record, rather than looking at the prev/next invoice in the numbered sequence. This was invaluable when having to quickly scan previous invoices...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Ability to assign pdf themes to separate email templates

We have made some changes to the .pdf theme we'll use for sending invoices and quotes, such as presenting payment information more clearly, terms etc. However payment receipts emailed to customers also include the custom html, some of which is not...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Previous / Next Invoice or Receipt

We need a way to go to next and previous invoices. Sometimes I have to check a whole months invoice and you lose a lot of time (especially cause you cant open up an invoice in a new tab) going in, then coming back out and then going back to invoic...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged