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IRIS KashFlow

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Change or get rid of the 100 transactions limit when making a bulk payment

It would be useful to not have a 100 transaction limit when making a bulk payment. Our company pays well over 100 invoices per month amounting to thousands to the same supplier. The transaction limit makes it difficult to represent the payment com...
Guest over 6 years ago in IRIS KashFlow / Payments 1 Released

"Part paid" filter for invoices should also show "part paid overdue" invoices. Otherwise it doesn't even make sense.

rt paid" filter for invoices should also show "part paid overdue" invoices. Otherwise it doesn't even make sense.
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Released

VAT Number Check

We used to have a handy little feature that used to turn the VAT numbers entered green if they were valid. On the recent update (changing to customers/suppliers screens) this feature has disappeared. Please bring it back, it saves me having to k...
Ben over 6 years ago in IRIS KashFlow / Suppliers 1 Released

Allow default Start Date under Customer Transactions to be changed

I know it can be changed each time I navigate to this screen. I want to set the default for, say, 1 January 2017 and have it stay like that until I change the DEFAULT again. Typically, my invoices are issues over a year ago and at the moment I hav...
Katrina Boydon over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Released

invoice display

You've changed the viewing of customer so that you now have to search through potentially hundreds of transactions by date rather than just selecting from an entire list of invoices ever sent. Therefore making my job at least 3x harder and more ti...
Guest over 6 years ago in IRIS KashFlow / Customers 8 Released

Improve Invoice Management Workflow

I often list invoices overdue and want to review the invoice history of a customer before I send them reminders or call them direct. Clicking the customer name in the invoice list takes you to the Customer | Profile tab it would be better to recog...
Charles Hewitt over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Released

New customer transactions view - default filters

With the new UI I am having to change the custom time frame for transactions and transaction type every time I enter a customer account. This has added really quite a lot of additional clicks / time. The easiest way to solve this problem would be ...
Oliver Sherrington almost 7 years ago in IRIS KashFlow / Customers 0 Released

Re: New Supplier / Customer views - Default to "Transactions" rather than "Profile"

When you search for a customer or supplier, 99% of the time you are looking to add a new purchase or create an invoice or view an existing transaction... Once a year you may want to update an email address or phone number so this current default s...
Guest almost 7 years ago in IRIS KashFlow / Suppliers 6 Released

Add a column for the 'Reference' of each invoice/quote to the new 'Transactions' page in the latest update!!!!

The new transactions interface looks good but you have taken out one of the most useful columns - the reference column!!!!! - I now only have a list of invoice numbers which, whilst relevant, don't tell me what each invoice is for, which means I h...
Rob Smith almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 4 Released

View Customer Reference in Invoices List and individual accounts listing of invoices.

Before the amendments on 10th May 18 I could see the Customer Reference for each invoice in the Invoices list and also when going into each account the Customer Reference would show next to each invoice number. This needs to be immediately viewabl...
Guest almost 7 years ago in IRIS KashFlow / Customers 3 Released