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IRIS KashFlow

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Deselect Online payment element for printed invoices

I use Irispay as a default for emailing invoice templates, however occasionally have to print invoices, so the Online payment 'Button' is redundant and confusing. It would be useful to be able to deselect this entirely on those instances
Steve Bower about 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Allow bank transactions to be Matched to both Sales and Purchase Invoices

Some of our clients have the same business as both a customer and a supplier and when payments are made these invoices are contra'd off against each other. It would be useful to be able to match bank receipts/payments to both Sales and Purchase in...
Melanie Vaughan over 5 years ago in IRIS KashFlow / Bank 0 New

Seamless customer management: Keep profiles open after updating, saving time and frustration when generating quotes

When I create a customer and hit the "update" button after inputting their details, their profile immediately disappears, which means I have to then search for the customer again to produce a quote. This is quite frustrating. Is it not possible to...
Anonymous about 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Streamline your quote creation process with pre-written templates that remember pricing for each line item

I often find myself copying and pasting duplicate quote items from notepads into Kashflow. Would it be possible to incorporate a feature for pre-written quote templates that remember the pricing for each line item?
Anonymous about 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Design invoice templates

It would be useful, as with Sage and Quickbooks, to be able to manipulate the invoice template with our own designs so we can add or delete fields as required
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 2 Acknowledged

Deleted Items reversed from reports

It would be helpful if deleted items are shown as reversed from reports such as the VAT return, it's ridiculous that you would suggest raising a false credit note to remove incorrect transactions when there is a delete button, all other systems re...
Guest over 8 years ago in IRIS KashFlow / Other 1 Planned

VAT split on Aged Debtors and Creditors reports

It would be very useful to be able to see the VAT outstanding on Aged Debtors and Creditors reports so that we can easily identify VAT outstanding at the year-end for cash accounting clients.
Sarah Everist over 6 years ago in IRIS KashFlow / Reports 3 Acknowledged

Remove 'United Kingdom' from address lines

Or at least make it an option. Our customes are all UK based, so to put 'United Kingdom' at the end of the address line looks ridiculous and makes it difficult to fit into a window envelope. At best, give customers a default option.
Guest over 7 years ago in IRIS KashFlow / Customers 1 Acknowledged

Invoice View - Project Number

The invoice view on screen does not show the PROJECT - I need to click print to view in PDF or Edit. Please add this field to view on the screen
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 3 Already exists

Update all customer information pages at once before clicking "update details" button

Would it be possible, especially when creating a new customer, to input all information on Profile, Options & Other Info pages before clicking the "Update Details" button? At the moment, once you complete the customer details, you can't go to ...
A Liptrot about 2 years ago in IRIS KashFlow / Customers 0 New