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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

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

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

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

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

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

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

Customers hourly rate

I need to assign a different hourly rate to each customer according to their contracted fee. It would make life simpler if we could set a rate against each customer to ensure correct billing throughout the contract term.
Guest almost 8 years ago in IRIS KashFlow 0 Acknowledged

A forecast for income and expenditure, dependent upon the date the money is due in/out and not based on the date the invoice was issued.

At the moment, we are unable to pull off a report giving us figures for monies due in for a particular month. When we raise an invoice, depending on the client, we have various lengths of time from 7 - 30 days for them to pay. Therefore, instead o...
Guest almost 8 years ago in IRIS KashFlow 0 Acknowledged

I would like the ability to disable email notifications coming to me each time a repeat billing invoice is issued to one of my clients

No description provided
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Random printing of invoices is so frustrating. Surely printing in invoice number would be logical within the software.

Printing invoices in number sequence would be expected within most software packages. Printing 10 then having to sort them is nearly as time consuming as printing them 1 at a time
Guest almost 8 years ago in IRIS KashFlow 0 Acknowledged