IRIS KashFlow

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Match/unmatch payments without having to unlock bank accounts.

When bank accounts are locked, this also makes it impossible to unmatch and match payments from before the lock date. Reallocating and assigning credit balances on account currently requires me to unlock and lock the bank accounts again.

Guest over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

4 VOTE

Automatic Sending of Invoices

Hi There I would like to suggest a simple facility that will send invoices as soon as they are raised, I thought this feature was already available until I checked today and it isn't. Simply put, what is required is that when an invoice is created...

Rob Lucas over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

4 VOTE

Allow EC sales list to be submitted separately from the VAT return

Presently the EC sales list can only be submitted to HMRC website through KashFlow at the same time as the VAT submission. However if there is an error (with the gateway, for example, as I have experienced) there is no function to allow the EC sal...

Guest over 6 years ago in IRIS KashFlow / Other 0 Will not implement

4 VOTE

Assign customer contact(s) to invoices

You have recently added multiple contacts for a single customer. This does not resolve the issue for users. In large organisations invoices need to be able to be sent to different contacts. At present all KashFlow can do is send the invoice to con...

Paul Cripps over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

4 VOTE

Add customer or supplier code somewhere on page in ALL views for transactions related to that customer/supplier

When viewing quotes/invoices/purchases I can see the customer name and/or invoice/purchase order number, but I can't see the customer code. I am surprised by the number of times I have to back out of an invoice or purchase to check the code.

Katrina Boydon over 6 years ago in IRIS KashFlow / Other 0

2 VOTE

Quote List Print and Export facility

Each month I need to analyse how many quotes we have converted into sales. Unfortunately the Quote List cannot allow print or export currently.

Guest over 3 years ago in IRIS KashFlow / Reports 0 New

1 VOTE

improved Cost Centre functionality

Please can you improve cost centre functionality. Currently we have to use "Projects" which is very one dimensional & we can't even download P&L activity to include the project field. Very limiting unfortunately

Guest over 1 year ago in IRIS KashFlow / Projects 0 New

4 VOTE

Allow assignment of an 'Unallocated' Bank Transaction to Multiple Purchases or Invoices

When you 'Unallocate' a bank payment/receipt and then have the option to 'Assign to Purchases' or 'Assign to Invoices', respectively. You should be able to 'Assign' the bank transaction to multiple purchase or invoices, as opposed to currently onl...

Chris D over 6 years ago in IRIS KashFlow / Purchases 0 Acknowledged

4 VOTE

To add an on screen 'timing out' or warning notice to avoid loss of work.

Nothing more annoying than losing hours of work because KASHFLOW has secretly timed out while you've been typing away, and you don't get to know this until you remember to 'save'; only to be directed to the LOGIN page!!!!! Which is when you lose a...

Guest over 6 years ago in IRIS KashFlow / Other 1 Will not implement

3 VOTE

Add/calculate late payment fees to overdue invouces

Would be useful to be able to calculate and add late payment fees to invoices.

Guest about 5 years ago in IRIS KashFlow / Customers 0 New

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