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ability to store "vehicles" (or whatever subject the user deems relevant) against invoices and/or customers

I am an auto-electrician and as well as having customers, they have vehicles and may have more than one. It would be good to have the ability to have another tab "invoices", "customers", "vehicles" where I can store information on vehicles and lin...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Will not implement

Red / Green column highlight, so you what you are looking at

I've been caught out a few times, where I'm doing my reconciliations and I've ticked off an "out" instead of it being a correct "in" amount. As such the end balance didn't work out. The "In/Out" columns on reconciliation (and any of the pages to b...
Guest about 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

Combine codes with same name that are be under 'outgoing type' and 'bank transaction type' on P&L

I currently have 2 headings that are the same but because I have created them under different types they appear separately in the P&L, I would like to see these combine so I don't have to make additional adjustments when I run the P&L.
Guest about 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

Reinstating one-click link from Dashboard's "Money Owed To You" to ALL outstanding price/customer information

Not so long ago, in the lowest Kashflow price bracket, it was possible to obtain all the customer information directly from "Money Owed To You" on the Dashboard. I now find that I am unable to see all clients, maybe only those which are newest, ev...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

See who you have paid when you enter a batch payment

On the bank summary - it would be very useful to see who you are paying for batch payments or where monies have come from for batch receipts.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Will not implement

keyboard shortcuts

I'm working on a laptop. It would be useful to have keyboard shortcuts for things like Edit, Save, Add Pament.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Pension crosstab report title error on emails

When I download the PENSION crosstab report as an email - it comes titled 'payroll crosstab' and as I already download payroll crosstab reports it is very confusing when searching at a later date - please could your developers rectify this anomaly.
David Reece about 8 years ago in KashFlow Payroll 1 Already exists

font size

When we entering invoice or any data, font size are too small to see.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

payments made can be emailed as a list not just individualy

Show ''payments made'' as a list...not individualy......when I send out an invoice they say ''I paid you''...yes I say but not the full amount so then I have to resend a separate receipt for all the payments they have made individually, asking the...
maria hazell about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

List number of total orders next to customer name on the summary page

The ability to mark customers as repeat customers (or list the total number of previous orders) so you can see who they are from the list of customer page, rather than selecting a customer and then looking through their invoices. You can see who...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged