IRIS KashFlow

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Negative Discount value

I would like to have the facility to use negative discounts. For most of my customers I supply the same service for which I set at a base line cost price. Depending on factors such as distance and difficulty the customers actual price might either...

Rob Smith about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

2 VOTE

CSV Importer Bug - Selective Amnesia

Whilst using the CSV importer to migrate customers over to Kashflow I have found that the saved mapping function has selective amnesia. By that I mean sometimes it remembers the saved mapping files I made up the first time I used it, other times i...

Rob Smith about 7 years ago in IRIS KashFlow / Other 2 Will not implement

2 VOTE

Improve Handling of Accented Characters

Whilst the Kashflow PayPal App seems to handle importing customers names with accented characters and correctly creates an invoice with address details of say: "Pedro Jesús de Benito " in the customer details view, I see Pedro Jesús de Be...

Rich Mellor about 7 years ago in IRIS KashFlow / Customers 2 Will not implement

2 VOTE

Duplicate imports

When importing sales invoices from clients system, if an invoice number is duplicated the system just renumbers, this is not useful, it needs a flag to say there are duplicates, or a report at the end to say the following have been renumbered by t...

Guest about 7 years ago in IRIS KashFlow / Other 1 Will not implement

2 VOTE

Send a remind letter to cover all customer invoices

You can only send a reminder letter per outstanding invoice. We have some customers with multiple invoices outstanding, it would be good to be able to send a reminder for all outstanding invoices in one go

Guest about 7 years ago in IRIS KashFlow / Customers 0 Will not implement

2 VOTE

a little bit off dumb and dumber one sorry. Would it be at all possible to move the delete tab to the left of the page. Whats happened whilst going to print item pressed on delete and then carried on with delete instructions and totally messed up by deleting invoices. Always happens when in a rush and getting distracted. Just an idea

moving delete tab away from print tab

Guest about 7 years ago in IRIS KashFlow / Dashboard 0 Will not implement

2 VOTE

Have ability to file quotes so they disappear from list regardless of status

My quotes list gets longer and longer. Even closed quotes still appear in the list. Plus some quotes have a very long lead time and they don't need to be in the list. I would like them to remain associated in the customer record, of course. So, pe...

Katrina Boydon over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

2 VOTE

CSV Upload to update current customers

The ability to be able to do a mass update on current customers, by using the customer code, and updating field details already on the system. At the minute this isn't allowed as it would be duplicated.

Guest over 7 years ago in IRIS KashFlow / Customers 0 Will not implement

2 VOTE

PLEASE CHANGE BACK TO THE OLD STYLE AGED DEBTORS REPORT

THE NEW DESIGN IS NOT CLEAR TO READ

Guest over 7 years ago in IRIS KashFlow / Reports 0 Will not implement

2 VOTE

Aggregate the 'Notes' into a single view on the Overview page to show recent activity

If other customers do as we do and include details of correspondence with clients in the ‘Notes’ section attached to each invoice, it would be useful to be able to see an aggregated view of all ‘Notes’ in reverse chronological order on the Overvie...

Guest almost 8 years ago in IRIS KashFlow / Customers 0 Will not implement

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