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In customer, Forms and Envelopes - have a facility to remove the "United Kingdom" line from envelope format

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

the ability to customise reports

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Guest almost 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

The option to change the layout of a statement.

I'd like to be able to change the layout of a statement like you can change the layout of an invoice. Eg. I'd like to taken out the column for purchase order and add instead a column that pulls through the invoice description.
Guest almost 8 years ago in IRIS KashFlow / Customers 0 Will not implement

Enable me to deal with bulk payments of sales invoices easily

We have one customer who regularly makes one payment covering upto 200 invoices, with the new platform this involves loading the invoices 10 at a time (starting with the newest , the ones least likely to be paid, and concluding with oldest - and f...
Guest almost 8 years ago in IRIS KashFlow 4 Acknowledged

Batch bank payments not relating to purchase invoices

Please could you make it so that you can make batch bank payments, not just for the payments relating to supplier, but also for bank payments such as wages.
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Update existing customer details using the Data Import facility?

At the moment if you want to update or add any information to an existing customer record it has to be done manually by going into each individual customer record. It would be much less time consuming if existing customer records could be updated ...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Kashflow Payroll Information into bank transactions

Currently, the payroll information is only added into Kashflow as a journal but in order to reconcile my bank transactions I have to enter the wage figures as outgoing transactions manually each month. It would make sense that the wages informatio...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 3 Acknowledged

Audit Trail

A better audit trail so that you can see who has made changes. When working in an accounting practice we have noticed that a client can manipulate the accounts using their login details, however the audit trail will not show what user made the cha...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 1 Already exists

Being able to see when i have sent a statement to a customer through Kashflow (like you can see when invoices have been sent on notes)

I have sent customers a statement through kashflow but once sent i cannot see that i have sent it? Is there a way to see this?When i send an invoice i can see the date that i have sent it on notes. I wondered if i can do a similar thing with state...
Rachel Walker almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Ability to auto CC and auto BCC with more than one email

I could do with the ability to auto CC or BCC more than one email address when I email an invoice - (I know I can auto BCC one email address but not more) I have to instruct packers, accounts and admin, so have to manually type in each time.. It's...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged