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The ability to delete/amend New Journal Templates

The Journal Template feature is really useful, but once you have a few setup, you soon realise they are difficult to choose from, often because the naming convention wasn't thought through first by the user... If we could be given the option to am...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 3 Acknowledged

Add a new line on an invoice without using the mouse!

I would like to be able to move to the next field using only my keyboard in an invoice, so far I can do this by using 'tab' when I'm in a line but I then have to use the mouse to get the next line. This adds extra time to adding an order. In the o...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Customer list - overdue balance column

An extra column adding to the customer page showing their overdue balance would help when chasing payments instead of having to go into each account to check what is overdue.
Guest about 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Display more than 8 lines

Please display more than 8 lines at a time when looking at the Purchases and Stats for a Supplier, or Invoices & Stats for a Customer . If the Supplier / Customer has 20 lines of transactions it would be so much easier to see them all on the...
Guest about 8 years ago in IRIS KashFlow / Customers 1 Acknowledged

In each Project, ability to produce a downloadable word doc which we could email to clients so they can sign off on the project (as you can for invoices and quotes)

What we want is basically a download/print button at the top right of the screen, as you have in the invoices and quotes sections, so that we can download a one page word doc containing all the info contained in the Project Order Details box, incl...
Nicky McGregor about 8 years ago in IRIS KashFlow / Projects 7 Acknowledged

Your system does not currently have a facility for VAT reverse charging where the supplier is from a non-EU country. Please add this facility to your software.

Given the Global nature of commerce these days, it seems like a good idea to add this facility. Currently the only available workaround in Kashflow is to pretend the supplier IS from an EU country. This means that you must choose to either: a) no...
Guest about 6 years ago in IRIS KashFlow 0 Acknowledged

Can the wage slip please show basic rate per hour?

ALL my staff would like to see the basic rate per hour on the wage slip. I have been told that because the staff are salaried we can not see this. We have been using Iris payroll for years and the salary figure and the basic rate per hour were sho...
Anne Mackenzie about 6 years ago in KashFlow Payroll 2 Acknowledged

DECENT SUPPORT

Please sort out the support, which is currently awful and has led to me considering whether I want to remain with Kashflow. I want to speak with a person, not a chatbot, or be fobbed off with one-line emails that require multiple subsequent follow...
Guest about 6 years ago in IRIS KashFlow 1 Acknowledged

Report that shows pending deliveries with a column that includes the purchase order number .

This would be helpful as when we run the stock overview report we can see that we have a lot of items pending delivery that we know we've had in, they've just mistakenly not been received in as it was a line that we didn't previously need to keep ...
Andrea about 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Include clear indication on whether or not figures include VAT or not

Ideally, anywhere where a value is specified, I'd like to suggest a clear "(inc. VAT)" or "(ex. VAT)" label is shown because it's sometimes unclear and causes confusion between users. So for example, at the bottom of the "Invoices" and "Repeat P...
Guest about 6 years ago in IRIS KashFlow 0 Acknowledged