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The ability to view notes of an invoice/Qoutes/Customer in the reporting section

When looking at any of the reports that are related to the customer invoices, I think it would be useful to have the ability to be able to see notes relating to a specific invoice as to why there were potentially any issues with that invoice, that...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

reconcile Paypal auto-match

Our paypal account has thousands of transactions per month. Reconciling these accounts takes hours of work.Our suggestion is an auto-match system that can search paypal transactions through its API, and find "best match" transactions for un-reconc...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Already exists

enable quotes to be more than one page long our quotes can span 2 or 3 pages and therefore we cannot use the programme for this purpose

make it possible for quotes to be on more than one page some of ours need to cover 2 or 3 pages Or if it is already possible how do we action this?
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Will not implement

I would like to upload my own invoice / letterhead template in pdf rather than upload logo onto existing format.

Uploading my own letterhead and invoice, that way i have consistently across all my paperwork and media
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Ability to collate sales from quotes/proformas

I would like a report that can collate the data from selected proformas/quotes to allow me to predict future stock requirements.
Guest almost 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

Invoices Not being sent

Firstly we found it hard to get hold of someone at support on the phone then the support ticket was closed without contacting us so we had to open another ticket, in the meantime our problem wasn't being looked into.In the end we were not able to ...
Guest almost 8 years ago in IRIS KashFlow 0 Will not implement

Payment button on invoice when the you email late payment reminder

I would like a payment button on my invoice which gets emailed on my late payment emails. It would save me time as I wouldn't have send an email myself. Also it would give my customers minimum amount of excuses not to pay.
Guest almost 8 years ago in IRIS KashFlow / Payments 0 Acknowledged

to be able to remove all payments from and account

when you need to remove all payments to a supplier invoice because of discrepancy in data entry. It would be ideal to be able to remove all cheque payments to start over or to re-enter as a batch payment when payments have been added individually.
Guest almost 8 years ago in IRIS KashFlow / Suppliers 0 Will not implement

Search Customer box

Is it possible to have a Search Customer box on the invoice page? This would save having to look through the list when wanting to add extra lines to an invoice, or to see if a customer has been added to a monthly list or not. Thanks
Guest almost 8 years ago in IRIS KashFlow / Customers 0 Will not implement

Viewing unpaid invoices by depertment

We have 4 departments, each run by different members of staff. We think it would be helpful to be able to see the unpaid invoices of each department seperatly.
Guest almost 8 years ago in IRIS KashFlow / Projects 0 Acknowledged