IRIS KashFlow

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Searchable invoice addresses where amended

When an invoice address is changed for one specific invoice (eg. t/as and c/o addresses), can these please be included in the general search results, as currently any amendments do not appear in searches.

Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Include Xero import on import section

Currently, there is an option to import data from Sage or Quickbooks, but no option to import from Xero. You would have to import each type of information in CSV format instead. If there was another option offering a direct import from Xero, that ...

Guest almost 7 years ago in IRIS KashFlow / Other 0 Acknowledged

1 VOTE

Bank settings start date only available on first bank account

Within the bank settings in Kashflow, only the first bank account has a start date and others don’t have this option.

Heulwen Thomas almost 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

1 VOTE

Add 'Amount Paid' to the new Customer layout and 'Amount Over-due' to the new Supplier layout

At the top of the page in the new Customer layout we get to see the total invoiced, the amount due and the amount overdue so why not the amount paid?, seems simple enough. We do see this 'feature' in the new Suppliers layout along with Total Bille...

Rob Smith almost 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

1 VOTE

Download and Upload facilities for Customer CONTACTS

There is currently a facility to download customer details, but NOT the individual contacts. Similarly, customers can be uploaded, but contacts cannot. It would be really helpful to have this facility available.

Guest almost 7 years ago in IRIS KashFlow / Customers 1

1 VOTE

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 almost 7 years ago in IRIS KashFlow / Customers 0

1 VOTE

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 almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

1 VOTE

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 almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

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 almost 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

1 VOTE

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 almost 7 years ago in IRIS KashFlow / Uncategorised 1 Already exists

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