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Include 'send statements' check box on Profile

This would be useful so it works in harmony with the new 'schedule statements' tab rather than all contacts receiving statements
Guest about 2 years ago in IRIS KashFlow 0 New

Archive clients

We would find it useful to be able to archive clients that are no longer using Kashflow. We would still have access to the data and continue to use a credit to keep them on our system but not have them on our client list. This would be useful for ...
Guest about 2 years ago in IRIS KashFlow Connect / Clients 0 New

Add a new line on an invoice without using the mouse!

I would like to be able to move to the next field using only my keyboard in an invoice, so far I can do this by using 'tab' when I'm in a line but I then have to use the mouse to get the next line. This adds extra time to adding an order. In the o...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Remove product column from sales invoices

Clients have said this is a nuisance when they don't have products.
Kerrie Moore about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Improvements to Reconciliation Page

Totals of In & Out Columns. Ability to Switch display of In & Out columns as you can when viewing Statements. Ability to collapse or hide ticked items to allow focus on unticked items.
Anonymous about 4 years ago in IRIS KashFlow / Bank 0 New

Customer list - overdue balance column

An extra column adding to the customer page showing their overdue balance would help when chasing payments instead of having to go into each account to check what is overdue.
Guest about 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Using hours to manage holiday, sickness etc

We run variable shift patterns on a daily basis so an employee may work 10 hours on one day, 6 on the next. Unless the HR package can track activities in hours then it is useless to us.
Ralph Greenwall about 6 years ago in KashFlow HR 0

Display more than 8 lines

Please display more than 8 lines at a time when looking at the Purchases and Stats for a Supplier, or Invoices & Stats for a Customer . If the Supplier / Customer has 20 lines of transactions it would be so much easier to see them all on the...
Guest about 8 years ago in IRIS KashFlow / Customers 1 Acknowledged

Add CSV Report for Sales by Sales Code / Product

At the moment, although you can produce a pie chart report of sales by sale code, there is no facility to export a CSV giving the details of sales by sale code and/or product. The existing CSV breaks down into individual sales for each item, which...
Rich Mellor about 4 years ago in IRIS KashFlow / Reports 0 New

In each Project, ability to produce a downloadable word doc which we could email to clients so they can sign off on the project (as you can for invoices and quotes)

What we want is basically a download/print button at the top right of the screen, as you have in the invoices and quotes sections, so that we can download a one page word doc containing all the info contained in the Project Order Details box, incl...
Nicky McGregor over 8 years ago in IRIS KashFlow / Projects 7 Acknowledged