IRIS KashFlow

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Create transfers between bank accounts by using a csv.

Rather than using the "transfer money" button, a csv could be uploaded with multiple lines of transfers to make between two accounts that would be done in one go. In our case, we would use this to automatically record all the daily transfers from ...

Guest about 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

1 VOTE

Give unsent invoices their own column rather than appending to inv no or give them their own view

Whilst the sent invoices icon is very handy, our process dictates that we add all invoices for the invoice run then email them as the last thing we do once we ensure everything required is added. The sent icon is helpful but if it had it's own col...

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

1 VOTE

Profit & Loss, Reporting by Customer

The projects ability within Kashflow accounting is good and it enables to drill down project-by-project, the profit and loss accounts etc. The same functionality would be great for customers providing the ability to drill down the profit & los...

Guest about 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

1 VOTE

Show when sales invoices have been printed off or emailed

Businesses may not create and send invoices the same day, and if there are more than one person working on invoices and printing them there may be some confusion as to if an invoice has been sent to the customer or not. It would be useful if there...

Gethin Davies about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Already exists

1 VOTE

Total line on App

When creating an invoice in the app you can only enter the base rate before VAT rather than the total costs. If you can add a total amount section like the web based version

Guest about 7 years ago in IRIS KashFlow / Mobile Apps 0 Acknowledged

1 VOTE

Charity pricing

Support charities that are recognised by the Charities Commission with discounted pricing on the standard package. The 7 pound package is unusable because many small monthly contributions aren’t, sported but 25 items on th bank reconciliation per ...

Guest about 7 years ago in IRIS KashFlow / Uncategorised 0 Already exists

1 VOTE

Report for payment type

I think it would be really useful to add a 'payment type' drop down to the activity report, so that you can view all purchases and sales in a specific date range by not only if they have been paid, but how. It would be particularly useful for bus...

Guest about 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

1 VOTE

Add shipping details to Packing Lists

When we ship our goods, our packing lists have to have the packed dimensions of the goods and their weight. Would it be possible to have an option when you create a packing list to enter the weights and dimensions and these can be filled in to cre...

Guest about 7 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

1 VOTE

Customer Contact View

My client would like another column in the customer view. They currently have CODE/NAME/VALUE/OUTSTANDING AMOUNT. I would like to add "contact" in here as my client will have multiple customers with the same name but different contacts on each one...

Kirsty Willis about 7 years ago in IRIS KashFlow / Customers 1 Acknowledged

1 VOTE

Indication of number of files or notes in customer record

In a customers record there is the option to add notes and to add files. These options sit on the same 'bar' and you can flick between them but when you click on a customers record it defaults to 'notes'. Unfortunately there is no indication of wh...

Rob Smith about 7 years ago in IRIS KashFlow / Customers 0 Already exists

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