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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

Default Codes on Bank Accounts

When setting up a new chart of accounts in KashFlow Connect, You can't re-code the bank accounts by default. This means every time you create a new client you have to go to "Bank" and edit the code, for every account.
Guest over 6 years ago in IRIS KashFlow Connect / Settings 0 Acknowledged

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

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

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

Export all invoices as pdf per year & or client

A great way to have an offline backup would be as per title; that is the option to export per year all invoices and or per client.Ideally the year export can make on the fly a zip file where inside is per client id the pdf's.
Guest over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Fix where the CSV mapping files are saved

I have been told by your software support that the CSV import mapping file is only saved on the server that I happened to be logged into at the time and that you have 6 servers. So it is pot luck if I am logged into the same server next time I log...
Guest over 6 years ago in IRIS KashFlow / Other 0 Acknowledged

Reminders and pop up

completely agree with the above recommendation, KF needs to have a reminder system with pop ups
Guest over 6 years ago in IRIS KashFlow / Uncategorised 0 Will not implement

Depreciation journal incorrect

I have raised this with Support, who say it is calculating the depreciation as it should be in Kashflow, and if this is incorrect its a product issue not a support issue. This is an example of depreciating an asset - what should happen, as I und...
Heulwen Thomas over 6 years ago in IRIS KashFlow / Other 0 Acknowledged

Add project field to nominal ledger report

Currently, the nominal ledger report can be filtered by project but there is no way of producing a complete nominal ledger report that also lists all the different projects that these entries have been attributed to. As a social enterprise with lo...
Guest over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged