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IRIS KashFlow

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Aged Debtors List including post payments

An option should be created to select if you want to include post year-end payments. For example you want to select aged debtors list as at 31.12.2022 however you want to see the balances as at today. Therefore it will remove any amounts which wer...
Guest over 1 year ago in IRIS KashFlow / Customers 0 New

signature on invoice or quote to except work

would it be possible to add a signature box on an invoice and quote, so that the customer can sign to except that they are happy to pay or except a quote
lee price over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

VAT Tab and VAT settings

There should be a VAT tab at the left hand side as a function to view previous submitted returns rather than having to go through VAT settings> Save VAT . It seems rather hidden! Also, Kashflow should have a setting whereby the accountants rec...
Guest over 7 years ago in IRIS KashFlow / Other 2 Acknowledged

Have the customer Default Sales Code available when raising invoice from "Invoices" option

Would it be possible for the customers Default Sales Code to be auto filled when raising invoices direct from the "Invoices" option. At the moment, it's only there when you create an invoice from the customers "home page". |If you raise the invoic...
A Liptrot over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Have customer Default Sales Code already when raising invoices

Would it be possible to have the customers Default Sales Code already there when raising an invoice from "Invoices" option? At the moment it only appears if you raise the invoice from the Customer Info page.
A Liptrot over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Ability to see debtors by product

It would be useful to have a filter on the debtors report that enables you to drill down by product so you can get a list of debtors against one product only.
Guest over 1 year ago in IRIS KashFlow / Customers 0 New

Ability to see project reference next to supplier invoice summary page

Useful to know the project reference for a particular invoice when looking at the supplier summary to be able to open instantly rather than having to open each invoice separately
Guest over 1 year ago in IRIS KashFlow / Projects 0 New

Purchase Invoice: Give the option in settings to change the name of the document to "Purchase Order".

I would prefer just to have one category for Purchases not two i.e. Purchase Orders and Purchase Invoices. We prefer just using Purchase Invoice (category) but would like the option to rename the document Purchase Order
James almost 3 years ago in IRIS KashFlow / Purchases 0 New

Bank Reconciliation - Current Dates/Months on First Page

Can you switch the bank reconciliation date order to show the current months on the main page? Painful to have to look at old reconciliations first.
L Barker over 4 years ago in IRIS KashFlow / Bank 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 6 years ago in IRIS KashFlow / Bank 0 Acknowledged