IRIS KashFlow

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An easier way to mark invoices as paid in bulk

I run a dance school so will be sending out lots of small value invoices each month. Currently around 150 but hopefully that figure will be growing. Rather than going into each invoice individually it would be much easier to tick them all on the l...

Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Already exists

1 VOTE

improved user access

Restrict class of user to customer files, raise invoices, quotes BUT no ability to make payments, raise credit notes, journals, or anything else. It's purely a sales function.

Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 2 Already exists

1 VOTE

A shortcut key to bypass some selections.

When I am doing monthly statements, I have to select a customer, choose statement, select the settings (eg no date range, don't show paid invoices, don't show starting balance) and then I send the statement as an email. For the next customer, I ha...

Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Already exists

1 VOTE

Return ability to step through invoices

Back in the day it was possible to step through invoices by customer, can this ability be returned?

Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 2 Already exists

2 VOTE

Ability to reorder or move line items in Invoices and Purchase Orders

It would be useful to be able to reorder or move line items on both Invoices and Purchase Orders - I often have a lot of identical items but waste time having to retype to ensure there is sectional consistency/grouping

Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Already exists

3 VOTE

Enable Chat discussions to be downloaded

When you have a technical discussion on Chat it would be useful to be able to download a copy for future offline review

Guest about 7 years ago in IRIS KashFlow / Other 0 Already exists

1 VOTE

The default purchase code doesn't load when creating a new purchase in the 'Import Bank Transactions' page

Each supplier in KashFlow has a 'Default Purchase Code' you can apply in the Supplier Record page. After linking my bank account to import the transactions directly into KashFlow, I have noticed that when I need to create a new purchase for a tran...

Guest over 7 years ago in IRIS KashFlow / Purchases 1 Already exists

1 VOTE

Ability to total cash paid and cheque paid customers individually at the end of a period to transfer into current account

I have customers that pay by cash or cheques and have listed these invoices in a 'undeposited bank' account. At the end of the week I need a total sum of cash and a total sum of cheques to be able to transfer the moneys into my current account. It...

Guest over 7 years ago in IRIS KashFlow / Bank 1 Already exists

4 VOTE

Customer telephone and email details on quotes and invoices

To increase productivity

Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 2 Already exists

2 VOTE

Have a setting for 'Direct Debit' payments

Currently I have to choose 'Other' every time I make a payment by Direct Debit and then have to type in 'Direct Debit - it adds to the time of inputting and puts me off recommending Kashflow to anyone as I am sure there are software packages out t...

Guest over 7 years ago in IRIS KashFlow / Payments 0 Already exists

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