IRIS KashFlow

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wish to recommend some changes purchases

we are signed up through EJBC nad have found the software very good but wish to recommend some changes when reviewing purchases the paid column could do with being an actual date as that is the actual date showo on a statement. If reviewing multpl...

Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

1 VOTE

Integration with CMS for clinics

I would like to offer a suggestion... I am a complementary therapist and along with KashFlow I started to use a very specific Client Management System... one at my own practice and the other where I work with my colleague. They are both great for ...

Guest almost 8 years ago in IRIS KashFlow 0 Acknowledged

1 VOTE

Payment schedule

Using a monthly payment schedule to know how much is owed and payed by invoices sent out or sent in. So easier to keep on track.

Guest almost 8 years ago in IRIS KashFlow 0 Acknowledged

1 VOTE

Custom supplier fields

Just as there are custom customer fields, the option to have custom supplier fields

Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

1 VOTE

Are there any plans to expand the usability of the customer database? It would be really helpful to be able to view/download the info I crea

Are there any plans to expand the usability of the customer database? It would be really helpful to be able to view/download the info I create under the 'Other info' tab in some kind of report.

Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

1 VOTE

Default focus on Supplier Screen set to search box

Unless you have a very limited range of suppliers, you will need to search by supplier. Currently you have to locate the mouse on screen and then click into the search box. Since this is probably the only action you would want to take at this stag...

Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

1 VOTE

Partial Save or Recover Document

Working on the presumption that the KashFlow uses the same or similar logic to MS Word, perhaps having a partial save or recover document for when things unexpected happen. Personal experience 2 hours worth of work lost as it deemed me "Inactive"

Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

1 VOTE

copy/add purchase to a new quote line, inside a draft quote

You can already copy a purchase into quotes. However our company would find it useful to copy a purchase inside a quote/job/draft and onto a new line. Once this quote has been invoiced, and then paid by our customer. We would also find it useful i...

Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

1 VOTE

Subcontractors

Subcontractors tax remittance needed to send to subcontractor as required by HMRC. When printing the invoice after CIS tax deducted, the invoice says 'Purchase Order' - just change the wording to 'Tax Remittance' as this has all the details on tha...

Guest almost 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

1 VOTE

Where you show statement can we have a default setting for only showing unpaid items

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Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Already exists

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