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IRIS KashFlow

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Make Products a drop down list when invoicing

Dear Team, I wish to advise of an issue within Kashflow that is causing me (and no doubt countless other) a real problem when creating invoices. The way that it changed some time back has been nothing but a complete inconvenience and counterproduc...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 8 Released

Archive v Hidden

Can the Customers Page be changed so that the archived customers are always hidden? Each time you say 'hide' and then get taken into another page, all archived customers show again. It's better to have it the other way around so only active custom...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 4 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 over 6 years ago in IRIS KashFlow / Suppliers 6 Released

Hide archived customers as default

On the main customers page, it currently shows archived customers & current customers as default.I'd like to be able to hide archived customers as default (either select-able in settings or as a proper default) so that in my customers view I o...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 2 Released

Work on integrating Starling Bank into Bank Feeds

Starling Bank is a fast growing mobile-based UK bank (fully FSCS approved), it has recently released a business banking facility (details here https://www.starlingbank.com/business-account/) which we, and I'm sure other users would soon like to ta...
Guest almost 7 years ago in IRIS KashFlow / Bank 16 Released

Country Field in Addresses

Having an additional box for "country" in addresses would enable you firstly to enter a country and also to track sales to individual countries, even if you put the country in one of the existing boxes you don't then have enough room to format the...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Released

Reverse the order of the projects when creating a document

When creating any of the following; PO Invoice Quote Etc When inputting the project reference it brings up a drop down list which starts with the first project we ever created on Kashflow, which is completely backward. I’m asking can we reverse th...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Released

Invoicing - Search product using partial name and SKU

The invoicing product search function is not fit for purpose. You have to type the EXACT product name letter by letter to be able to find it. You should be able to type any part of the product name to populate the search list. For instance: If I h...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 17 Released

'Aged' customer statements

Customer statements should have the debts 'aged' i.e.30/60/90 days as per Sage-style
Guest about 8 years ago in IRIS KashFlow / Reports 10 Released

Copy Quote Notes when Converted to Invoice

Notes created against Quotes don’t transfer to Invoices; and seem to be lost forever. It would make sense if they could be transferred to Invoices, so as to retain an accurate record of notes
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Released