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IRIS KashFlow

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Ability to assign a project number to a nominal code so that all transactions in that code are treated as part of that project

We need to account for income/expenditure against grants provided to our charity and use projects for that purpose. Some incomes e.g. payments for after school coaching courses are assigned to one nominal heading. It would be useful to be able to ...
Nick Robinson almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Ability for the search on KashFlow to pull information from the notes field on clients/customers etc

The 'Search' function searches all your KashFlow details including customers, invoices, suppliers, receipts and any external references such as purchase order numbers or customer reference numbers. You can also type in an amount here; invoices or ...
Guest almost 8 years ago in IRIS KashFlow / Other 0 Acknowledged

Option to view only unpaid invoices

I would like an option to view only unpaid invoices, in the order of my choice, whether alphabetical, oldest first, etc. At present all invoices are in view and do not appear to be archived after being marked as paid?
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 2 Already exists

Allow creating/managing custom Journal categories

I regularly need to process expense claims, e.g. for company purchases made by employees that require reimbursement, travel expense claims, etc. This involves posting journals involving expense accounts and separate employee debtor/creditor contro...
Guest almost 8 years ago in IRIS KashFlow / Other 0 Acknowledged

An acceptance section to the quote template for customers to sign directly.

It would be helpful to add an acceptance section to the quote template for customers to sign directly. A section for information in relation to company Terms and Conditions should also be available to customise quote template. Quotes can then be i...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

2 years perfomance in the Dashboard

It would be very helpful if you could customise the Sales Growth timeline box in the Dashboard up to 2 years ?
Guest almost 8 years ago in IRIS KashFlow / Other 0 Acknowledged

the ability for me to create a sterling statment, for my sterling customers with my home currency in Eur

No description provided
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

The ability to have many products and still have the drop down box facility on purchases etc

No description provided
Guest almost 8 years ago in IRIS KashFlow / Purchases 0 Acknowledged

Editing the description of imported transactions

When importing transactions from the company credit card account, there is no option of editing the description. Could you please allow such editing of the description, because it allows us to track expenditure against a specific project.
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Icon for Amazon bank account

Can we have a bank account icon for Amazon, please? As we have to keep track of Amazon sales & fees via a bank account in KF it would be nice to have the icon to match. Currently we use the orange pound sign as the icon. It's not a big deal, b...
Guest almost 8 years ago in IRIS KashFlow / Other 0 Acknowledged