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Select fields to display in invoice and quotes lists, like a being able to add project ref as a field

this would allow someone to use the listings based on the information the use in their business, for example our filing and reference system is based on client name and project ref being able to see these fields on screen at a glance would help. A...
Guest over 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Addition of vendor number on invoices

We are frequently being asked to add our vendor number to invoices along with the purchase order. This would be a helpful addition
Guest over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Default VAT codes for bank transactions

So many bank transactions are Exempt or simply N/A for VAT purposes. Salaries, PAYE, Dividends/Drawings for example. It's frustrating that so many transactions require the VAT code to be changed to the N/A
Guest almost 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

The ability to view old emails that have been sent via Kashflow

It would be extremely useful to be able to view old emails that have been sent via Kashflow - both the attachments (statement / invoices etc,) and the text in the body of the email. As we often personalise the text in the email it's useful to be a...
Guest over 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Add more choices in the Status Field in Projects?

Projects are a great way to track the timeline but it would be much easer if you could have more than just Active, Completed and Archived. An open field selection where you could customize the Project status would be the best but adding a few more...
Guest almost 7 years ago in IRIS KashFlow / Projects 0 Acknowledged

Stop logging out automatically option - for companies without any security issues

No description provided
Guest almost 7 years ago in IRIS KashFlow / Dashboard 1 Acknowledged

Ability to change purchase and sales codes

KashFlow have used MTD as a reason to withdraw the ability to change sales and purchase codes once a VAT return has been submitted. This restriction is not a current requirement under MTD and will create a huge burden in correcting incorrect entri...
Guest almost 7 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Enabling the customisation of Statements

It isn't currently possible to customise customer statements in the same way that invoices are customisable. It would be useful to be able to add additional text boxes etc to the statements.
Gethin Davies almost 7 years ago in IRIS KashFlow / Customers 1 Acknowledged

Customer Statements

With the new Kashflow platform, we have to go into a number of individual pages to tick the customers who we want to send statements to and then choose the date range. This is very time consuming and in our opinion a backward step compared to the ...
Guest almost 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

Statement personalisation - adding bank details

As for the moment there is no option to personalise Statements at all, I would like to have an option to have the company bank details included on the statements.
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New