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IRIS KashFlow

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Changing customer info wiithout changing historical information

Recently we had a customer who slightly changed their contact details. Not a new customer, same one, so we did not want to change historical information, only going forward. We did not want to add then as a new customer as they were already an exi...
Guest about 6 years ago in IRIS KashFlow / Customers 1 Already exists

Invoice list does not show 'supplied to' when more than one contact is entered

Invoice list does not show 'supplied to' when more than one contact is entered. When one contact is entered this field is filled, but when a second contact name is entered nothing shows here. This is an anomaly.
CEO over 6 years ago in IRIS KashFlow / Customers 2 Already exists

Barclays Business current account bank feeds

For businesses who are VAT registered and so need to be in line with MTD by April '19 a bank feed is a necessity however it seems Kashflow are yet to have a bank feed operational for businesses who bank with Barclays. Can this be rectified as it s...
Guest over 6 years ago in IRIS KashFlow / Bank 1 Already exists

Enable facility for document manager.

Adding any document - invoice - terms or miscellaneous important information required to the actual supplier/customer you are using.
Guest over 6 years ago in IRIS KashFlow 1 Already exists

Email log for invoices/purchase orders

Just as you would be able to see your sent items in Outlook, Gmail etc, it would be really good to be able to see the date/time/destination details for every invoice/purchase order sent out. Often I have to send invoices out on multiple occasions,...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Already exists

Manual backups

After a few days constant work on KashFlow, surely you'd expect to have the ability to backup your work at the end of the day? What is the process for restoring the backup data?
Guest over 6 years ago in IRIS KashFlow / Other 1 Already exists

Disable button

the disable button for additional users does not work for us, so if any one else is using this you need to check because we can't be the only company this is happening to
Guest over 6 years ago in IRIS KashFlow / Uncategorised 1 Already exists

Show when sales invoices have been printed off or emailed

Businesses may not create and send invoices the same day, and if there are more than one person working on invoices and printing them there may be some confusion as to if an invoice has been sent to the customer or not. It would be useful if there...
Gethin Davies almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Already exists

Charity pricing

Support charities that are recognised by the Charities Commission with discounted pricing on the standard package. The 7 pound package is unusable because many small monthly contributions aren’t, sported but 25 items on th bank reconciliation per ...
Guest almost 7 years ago in IRIS KashFlow / Uncategorised 0 Already exists

Indication of number of files or notes in customer record

In a customers record there is the option to add notes and to add files. These options sit on the same 'bar' and you can flick between them but when you click on a customers record it defaults to 'notes'. Unfortunately there is no indication of wh...
Rob Smith almost 7 years ago in IRIS KashFlow / Customers 0 Already exists