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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

Adding a Credit Limit

It would be really helpful if we could have the option to add a credit limit to a customer account. This would help us keep control over customer debt. Thank you.
Guest 5 months ago in IRIS KashFlow / Customers 1 Released

Hide Archived Customers in Customer List

I have a growing number of customers and don't want to see the archived customers in the main customer view.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 2 Released

Ability to include the value of the hourly rate on your pay advice.

This seems a most basic requirement and something which I missed when having the software demonstration. I have been using computerised payroll software for almost 30 years and I have not yet EVER encountered a payroll package that was unable to s...
Guest about 8 years ago in KashFlow Payroll 4 Released

Ability to change quote category status quicker

I'd like to be able to change the quote category status from the main quotes list page. Currently I need to select the quote, click edit, adjust the dropdown & update.Being able to adjust the category by having an option button at the top of t...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 3 Released

Repeat billing for a date in the future that also sends invoices on a specific date of every month.

At the moment you are only able to set up repeat billing for a date in the future that also sends invoices every "So many" days. E.g. Repeat billing to start on the 01/11/2015 sending invoices every 30 days. This has no benefit to those of us who ...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Released

Real Time PAYE support

You should add support for Real Time PAYE to Kashflow. The only reason I'm looking at online accounting packages right now is because of Real Time PAYE. So is every other business in the UK that doesn't already have a suitable PAYE solution. As su...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Released

Easier to mark invoices paid

I wast a lot of time when customers pay various invoices in 1 go. I should be able to tick invoices that the customer has payed with one lump sum. At the moment I have to each invoice and mark as payed. Imagine if someone pays monthly, I have to m...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Released