IRIS KashFlow

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3 VOTE

Esignature on quotes

No description provided

Guest about 6 years ago in IRIS KashFlow 2 Acknowledged

2 VOTE

Creditors report showing amounts due for payment in a sepcific date range, rather than just aged creditors.

No description provided

Guest about 4 years ago in IRIS KashFlow / Purchases 0 New

3 VOTE

SOME DECENT TEMPLATES FOR INVOICES PLEASE

The standard templates on Kashflow are really poor and there needs to be: 1) A selection of property designed templates available. 2) An editor that doesn't need HTML and CSS skills to edit. Running a graphic and web design company, I have these ...

Guest about 6 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

4 VOTE

Automatic card processing fee deduction

There should be a facility to automatically deduct processing fees, that are incurred for payments made online using credit/debit cards, e.g. Stripe, that incur an additional processing fee of 1.4% + 20 pence, per transaction.

Guest about 8 years ago in IRIS KashFlow / Payments 3 Acknowledged

3 VOTE

Add today button on calendar date entry field

e.g. when I have previously entered a date range to look at historical transactions, but then want to go back to the most recent transactions I actually have to look up and selected today's date which is a nuisance & feels clunky. Most calenda...

Guest about 6 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

3 VOTE

New Invoices are created with the name of the first customer in the list - this can create errors when generating large number of invoices

New Invoices are created with the name of the first customer in the list - this can create errors when generating large number of invoices with multiple customers. It would be better to create the new invoice with blank fields.

Paul Roycroft about 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

4 VOTE

When copying an existing invoice or purchase into a fresh new invoice or purchase please DO NOT reset the date to today, but rather leave it

When copying an existing invoice or purchase into a fresh new invoice or purchase please DO NOT reset the date to today, but rather leave it as the invoice being copied. For instance, I sell many times a day the same product, with the same currenc...

Guest about 8 years ago in IRIS KashFlow 1 Acknowledged

4 VOTE

Project to be shown when opening a Purchase

When opening a Purchase, you currently have to press the Edit button to view which project it refers to and then re-save the purchase. It would be quicker and more convenient for the project to be shown immediately upon opening a purchase, rather ...

Guest about 8 years ago in IRIS KashFlow / Projects 1 Acknowledged

4 VOTE

Ability to move bank accounts Order on Screen

I want to be able to view the most relevant bank accounts on one screen without having to scroll down. If you add a up down button to move the order they appear the less used ones can be moved further down the screen.

Guest about 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

4 VOTE

delivery addresses should remain on older quotations when you create a new one and not change all to the same address this creates a massive

When I create a new quotation for a current customer with a different delivery address it also changes an all previous quotations. This causes a major problem when searching for older quotes. please could the delivery address be unchanged on a quo...

Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

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