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IRIS KashFlow

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Adjustable column width

To make column width adjustable according to our preference.
Guest over 4 years ago in IRIS KashFlow / Purchases 0 New

Default wording in "Customer box" when creating quotes

Is it possible to change the software to enable the new quote screen to always default to “Quotation” in the customer box? Or it is possible for a software engineer to change? Many thanks, Jamie
Guest about 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Add custom customer fields to invoice etc

Custom fields added to customer details should be selectable for display on invoices and quotes with choice of position. Customers often require information in addition to PO number such as Vendor number or other identifier for the person sending ...
Guest about 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Attach expense invoices to projects

I want to track the actual costs of delivering a project
Guest about 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Allow Date Substitutions to work on Order Ref field

When using repeat invoices, the ability to use date substitutions in the Order Ref field is something I would have expected to be able to do, given that Order Ref numbers usually need to be unique, but it currently does not work. As an example, we...
Colin Smith about 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Allow all users to choose to use Google login

More secure than manual login as can be secured by encryption key
Guest about 2 years ago in IRIS KashFlow / Uncategorised 0 New

Add a meaningful information on Worldpay References Pay by Card link

To give us our Worldpay account reference twice and the date is no help. The invoice number and/or account reference would be really useful.
Guest about 2 years ago in IRIS KashFlow / Payments 0 New

Add Description defaults to the comment's dropdown menu in Banking

As you can see from the screen grab, some of my comments entered are preloaded when I click on the comment tab. It's really useful as I pay for parking most days and so select from the dropdown without having to keep retyping. If there was a way t...
Guest about 2 years ago in IRIS KashFlow / Bank 0 New

To have the option to customise the information downloaded on CSV file

An option to customise the downloaded CSV file as what comes over is not what we need and its so time consuming deleting and adding information so the report is what our Directors are looking for.
Guest over 4 years ago in IRIS KashFlow / Reports 0 New

Retention held back

n the building industry most large contractors keep a percentage of retention on the original quote from a subcontractor. This only gets paid to the subcontractor when the site is completed or anything up to two years after. So you invoice for a c...
Magda Glynn over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New