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Field / Button 'Tab' issue

I have noticed when entering details on the 'Add Payment" screen the tab key doesn't allow you to jump between text boxes and the Save/Cancel no matter how many times you hit the key! Also when using the tab key on the invoice screen and you hav...
Ben over 6 years ago in IRIS KashFlow / Payments 0 Acknowledged

See overdue purchases

This update is a nightmare!! The option to sort out purchases to see which are OVERDUE currently not just outstanding! This makes it so hard to see which invoices needed to be paid without having to now individually select each supplier to see wh...
Guest over 6 years ago in IRIS KashFlow / Suppliers 0 Acknowledged

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

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 over 6 years ago in IRIS KashFlow / Other 0 Acknowledged

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 over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

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 over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

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 over 6 years ago in IRIS KashFlow / Customers 1

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